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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 | $108,868 | $80,992+34.4% | $96,534+12.8% | $75,173+44.8% |
| Participation rate | 59.5% | 71.8%-12.3pp | 76.0%-16.5pp | 67.2%-7.7pp |
| Annual return | 5.66% | 27.05%-21.4pp | 25.88%-20.2pp | 160.72%-155.1pp |
| Employer contribution / active EE | $1,381 | $2,283-39.5% | $2,965-53.4% | $2,671-48.3% |
| Participant deferral / active EE | $2,552 | $3,929-35.1% | $4,851-47.4% | $4,126-38.2% |
| Admin fee / account holder | $33,239 | $6,717+394.8% | $8,253+302.7% | $5,651+488.2% |