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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 | $117,904-4.2% | $102,457+10.3% | $145,978-22.6% |
| Participation rate | 46.2% | 78.6%-32.4pp | 76.5%-30.3pp | 80.3%-34.1pp |
| Annual return | 4.59% | 31.80%-27.2pp | 29.41%-24.8pp | 550.52%-545.9pp |
| Employer contribution / active EE | $2,215 | $3,613-38.7% | $3,022-26.7% | $4,662-52.5% |
| Participant deferral / active EE | $4,474 | $5,733-22.0% | $5,054-11.5% | $6,690-33.1% |
| Admin fee / account holder | $31,317 | $13,329+134.9% | $9,451+231.3% | $13,400+133.7% |