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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 | $112,502 | $115,225-2.4% | $100,712+11.7% | $138,895-19.0% |
| Participation rate | 50.0% | 74.3%-24.3pp | 69.3%-19.3pp | 79.9%-29.9pp |
| Annual return | 9.09% | 40.35%-31.3pp | 33.27%-24.2pp | 145.39%-136.3pp |
| Employer contribution / active EE | $1,241 | $2,771-55.2% | $2,313-46.4% | $4,194-70.4% |
| Participant deferral / active EE | $2,938 | $4,699-37.5% | $4,085-28.1% | $6,396-54.1% |
| Admin fee / account holder | $22,480 | $10,844+107.3% | $9,256+142.9% | $12,562+79.0% |