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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 | $119,437 | $105,284+13.4% | $150,734-20.8% | $94,015+27.0% |
| Participation rate | 61.4% | 71.7%-10.4pp | 78.4%-17.1pp | 70.8%-9.5pp |
| Annual return | 5.36% | 15.67%-10.3pp | 600.81%-595.4pp | 17.84%-12.5pp |
| Employer contribution / active EE | $1,640 | $3,599-54.4% | $4,918-66.7% | $2,790-41.2% |
| Participant deferral / active EE | $3,604 | $4,274-15.7% | $5,610-35.8% | $4,249-15.2% |
| Admin fee / account holder | $6,759 | $9,839-31.3% | $14,905-54.7% | $8,951-24.5% |