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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,517 | $97,550+20.5% | $120,344-2.3% | $87,485+34.3% |
| Participation rate | 60.0% | 72.8%-12.8pp | 76.7%-16.7pp | 68.9%-8.9pp |
| Annual return | 11.59% | 18.41%-6.8pp | 20.30%-8.7pp | 26.06%-14.5pp |
| Employer contribution / active EE | $1,977 | $2,291-13.7% | $3,020-34.5% | $2,596-23.8% |
| Participant deferral / active EE | $4,501 | $4,230+6.4% | $5,135-12.4% | $4,274+5.3% |
| Admin fee / account holder | $32,186 | $9,543+237.3% | $12,742+152.6% | $7,775+314.0% |