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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 | $102,656 | $86,298+19.0% | $111,308-7.8% | $85,847+19.6% |
| Participation rate | 55.9% | 73.3%-17.5pp | 77.3%-21.4pp | 69.3%-13.4pp |
| Annual return | 8.24% | 19.99%-11.7pp | 54.67%-46.4pp | 318.61%-310.4pp |
| Employer contribution / active EE | $1,371 | $2,044-32.9% | $2,732-49.8% | $2,565-46.5% |
| Participant deferral / active EE | $2,950 | $3,641-19.0% | $4,487-34.3% | $3,952-25.3% |
| Admin fee / account holder | $29,578 | $8,189+261.2% | $7,965+271.4% | $6,261+372.4% |