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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 | $132,882 | $111,814+18.8% | $103,378+28.5% | $145,978-9.0% |
| Participation rate | 55.6% | 77.9%-22.4pp | 74.5%-19.0pp | 80.3%-24.7pp |
| Annual return | 7.38% | 24.80%-17.4pp | 24.91%-17.5pp | 550.52%-543.1pp |
| Employer contribution / active EE | $2,406 | $4,215-42.9% | $3,870-37.8% | $4,662-48.4% |
| Participant deferral / active EE | $3,403 | $5,618-39.4% | $5,058-32.7% | $6,690-49.1% |
| Admin fee / account holder | $54,505 | $9,764+458.2% | $8,401+548.8% | $13,400+306.7% |