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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 | $111,592 | $89,259+25.0% | $107,187+4.1% | $82,637+35.0% |
| Participation rate | 57.4% | 67.9%-10.5pp | 75.0%-17.6pp | 68.1%-10.6pp |
| Annual return | 9.78% | 21.02%-11.2pp | 204.55%-194.8pp | 53.51%-43.7pp |
| Employer contribution / active EE | $1,386 | $3,080-55.0% | $3,782-63.4% | $2,552-45.7% |
| Participant deferral / active EE | $2,715 | $4,037-32.7% | $5,096-46.7% | $4,126-34.2% |
| Admin fee / account holder | $12,406 | $7,381+68.1% | $9,162+35.4% | $7,339+69.0% |