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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 | $135,728 | $124,425+9.1% | $112,040+21.1% | $137,256-1.1% |
| Participation rate | 53.8% | 79.3%-25.5pp | 76.5%-22.6pp | 80.0%-26.1pp |
| Annual return | 6.79% | 24.72%-17.9pp | 24.52%-17.7pp | 220.34%-213.5pp |
| Employer contribution / active EE | $1,489 | $3,411-56.3% | $2,954-49.6% | $4,156-64.2% |
| Participant deferral / active EE | $2,312 | $5,718-59.6% | $5,098-54.6% | $6,407-63.9% |
| Admin fee / account holder | $22,434 | $15,207+47.5% | $12,098+85.4% | $12,270+82.8% |