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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 | $123,812 | $118,708+4.3% | $98,920+25.2% | $158,982-22.1% |
| Participation rate | 62.5% | 77.8%-15.3pp | 76.0%-13.5pp | 82.0%-19.5pp |
| Annual return | 2.60% | 372.49%-369.9pp | 196.47%-193.9pp | 302.99%-300.4pp |
| Employer contribution / active EE | $684 | $3,334-79.5% | $2,689-74.6% | $4,763-85.6% |
| Participant deferral / active EE | $4,306 | $5,089-15.4% | $4,245+1.4% | $5,983-28.0% |
| Admin fee / account holder | $36,403 | $10,134+259.2% | $6,643+448.0% | $11,252+223.5% |