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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 | $109,773 | $110,337-0.5% | $102,383+7.2% | $145,877-24.7% |
| Participation rate | 61.9% | 77.9%-16.0pp | 74.5%-12.6pp | 80.3%-18.4pp |
| Annual return | 6.57% | 24.83%-18.3pp | 24.94%-18.4pp | 551.28%-544.7pp |
| Employer contribution / active EE | $1,729 | $4,216-59.0% | $3,870-55.3% | $4,663-62.9% |
| Participant deferral / active EE | $2,874 | $5,621-48.9% | $5,060-43.2% | $6,691-57.0% |
| Admin fee / account holder | $22,965 | $9,750+135.6% | $8,391+173.7% | $13,402+71.4% |