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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 | $120,820 | $51,604+134.1% | $129,295-6.6% | $80,874+49.4% |
| Participation rate | 42.5% | 57.0%-14.5pp | 69.6%-27.1pp | 67.6%-25.1pp |
| Annual return | 9.47% | 20.76%-11.3pp | 9429.28%-9419.8pp | 35.62%-26.1pp |
| Employer contribution / active EE | $1,453 | $1,585-8.3% | $4,157-65.0% | $2,756-47.3% |
| Participant deferral / active EE | $2,701 | $2,670+1.2% | $4,169-35.2% | $4,297-37.1% |
| Admin fee / account holder | $16,851 | $4,310+291.0% | $7,665+119.8% | $6,935+143.0% |