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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 | $112,995 | $117,846-4.1% | $102,434+10.3% | $145,884-22.5% |
| Participation rate | 46.2% | 78.6%-32.5pp | 76.5%-30.4pp | 80.3%-34.1pp |
| Annual return | 4.59% | 31.90%-27.3pp | 29.46%-24.9pp | 551.85%-547.3pp |
| Employer contribution / active EE | $2,215 | $3,615-38.7% | $3,023-26.7% | $4,662-52.5% |
| Participant deferral / active EE | $4,474 | $5,733-22.0% | $5,055-11.5% | $6,690-33.1% |
| Admin fee / account holder | $31,317 | $13,356+134.5% | $9,462+231.0% | $13,392+133.9% |