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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 | $109,913 | $110,337-0.4% | $102,383+7.4% | $145,877-24.7% |
| Participation rate | 42.9% | 77.9%-35.1pp | 74.5%-31.7pp | 80.3%-37.4pp |
| Annual return | 7.39% | 24.83%-17.4pp | 24.94%-17.5pp | 551.28%-543.9pp |
| Employer contribution / active EE | $1,492 | $4,216-64.6% | $3,870-61.4% | $4,663-68.0% |
| Participant deferral / active EE | $9,155 | $5,621+62.9% | $5,060+80.9% | $6,691+36.8% |
| Admin fee / account holder | $2,082 | $9,750-78.6% | $8,391-75.2% | $13,402-84.5% |