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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 | $111,909 | $110,337+1.4% | $102,383+9.3% | $145,877-23.3% |
| Participation rate | 29.4% | 77.9%-48.5pp | 74.5%-45.1pp | 80.3%-50.9pp |
| Annual return | 8.74% | 24.83%-16.1pp | 24.94%-16.2pp | 551.28%-542.5pp |
| Employer contribution / active EE | $1,327 | $4,216-68.5% | $3,870-65.7% | $4,663-71.5% |
| Participant deferral / active EE | $3,727 | $5,621-33.7% | $5,060-26.3% | $6,691-44.3% |
| Admin fee / account holder | $59,545 | $9,750+510.7% | $8,391+609.6% | $13,402+344.3% |