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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 | $121,202 | $110,137+10.0% | $161,149-24.8% | $82,637+46.7% |
| Participation rate | 64.7% | 72.4%-7.6pp | 78.8%-14.1pp | 68.1%-3.3pp |
| Annual return | 9.75% | 20.69%-10.9pp | 21.16%-11.4pp | 53.51%-43.8pp |
| Employer contribution / active EE | $1,690 | $2,856-40.8% | $4,360-61.2% | $2,552-33.8% |
| Participant deferral / active EE | $4,549 | $4,575-0.5% | $6,153-26.1% | $4,126+10.3% |
| Admin fee / account holder | $32,323 | $9,467+241.4% | $15,194+112.7% | $7,339+340.4% |