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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 | $140,712 | $106,247+32.4% | $96,515+45.8% | $139,466+0.9% |
| Participation rate | 61.9% | 77.8%-15.9pp | 74.3%-12.4pp | 80.3%-18.4pp |
| Annual return | 10.86% | 38.47%-27.6pp | 35.73%-24.9pp | 373.66%-362.8pp |
| Employer contribution / active EE | $2,329 | $4,106-43.3% | $3,740-37.7% | $4,754-51.0% |
| Participant deferral / active EE | $6,765 | $5,456+24.0% | $4,880+38.6% | $6,712+0.8% |
| Admin fee / account holder | $58,739 | $7,885+644.9% | $6,735+772.1% | $11,409+414.9% |