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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 | $112,214 | $110,337+1.7% | $102,383+9.6% | $145,877-23.1% |
| Participation rate | 64.3% | 77.9%-13.7pp | 74.5%-10.2pp | 80.3%-16.0pp |
| Annual return | 7.73% | 24.83%-17.1pp | 24.94%-17.2pp | 551.28%-543.5pp |
| Employer contribution / active EE | $1,443 | $4,216-65.8% | $3,870-62.7% | $4,663-69.1% |
| Participant deferral / active EE | $3,335 | $5,621-40.7% | $5,060-34.1% | $6,691-50.1% |
| Admin fee / account holder | $62,057 | $9,750+536.5% | $8,391+639.5% | $13,402+363.0% |