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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 | $112,145 | $110,410+1.6% | $102,437+9.5% | $145,897-23.1% |
| Participation rate | 61.5% | 77.9%-16.4pp | 74.5%-13.0pp | 80.3%-18.8pp |
| Annual return | 5.33% | 24.85%-19.5pp | 24.95%-19.6pp | 552.29%-547.0pp |
| Employer contribution / active EE | $1,848 | $4,217-56.2% | $3,871-52.3% | $4,663-60.4% |
| Participant deferral / active EE | $6,343 | $5,622+12.8% | $5,060+25.4% | $6,689-5.2% |
| Admin fee / account holder | $19,275 | $9,745+97.8% | $8,388+129.8% | $13,390+43.9% |