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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 | $125,429 | $123,478+1.6% | $216,567-42.1% | $94,015+33.4% |
| Participation rate | 64.0% | 75.1%-11.1pp | 81.6%-17.6pp | 70.8%-6.8pp |
| Annual return | 8.86% | 23.61%-14.7pp | 12.94%-4.1pp | 17.84%-9.0pp |
| Employer contribution / active EE | $3,103 | $3,136-1.0% | $5,216-40.5% | $2,790+11.2% |
| Participant deferral / active EE | $6,701 | $4,556+47.1% | $6,191+8.2% | $4,249+57.7% |
| Admin fee / account holder | $53,558 | $12,753+320.0% | $21,981+143.7% | $8,951+498.3% |