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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 | $118,617 | $185,905-36.2% | $170,057-30.2% | $139,487-15.0% |
| Participation rate | 62.5% | 87.8%-25.3pp | 87.0%-24.5pp | 80.3%-17.8pp |
| Annual return | 10.79% | 60.56%-49.8pp | 53.42%-42.6pp | 373.84%-363.1pp |
| Employer contribution / active EE | $1,948 | $7,597-74.4% | $6,790-71.3% | $4,755-59.0% |
| Participant deferral / active EE | $3,942 | $11,627-66.1% | $10,411-62.1% | $6,713-41.3% |
| Admin fee / account holder | $30,520 | $15,397+98.2% | $12,826+137.9% | $11,407+167.5% |