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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 | $111,230 | $110,379+0.8% | $102,412+8.6% | $145,884-23.8% |
| Participation rate | 35.0% | 77.9%-42.9pp | 74.5%-39.5pp | 80.3%-45.3pp |
| Annual return | 8.34% | 24.84%-16.5pp | 24.94%-16.6pp | 551.85%-543.5pp |
| Employer contribution / active EE | $1,688 | $4,216-60.0% | $3,870-56.4% | $4,662-63.8% |
| Participant deferral / active EE | $1,877 | $5,622-66.6% | $5,060-62.9% | $6,690-71.9% |
| Admin fee / account holder | $392 | $9,745-96.0% | $8,388-95.3% | $13,392-97.1% |