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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 | $142,592 | $111,814+27.5% | $103,378+37.9% | $145,978-2.3% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 5.73% | 24.80%-19.1pp | 24.91%-19.2pp | 550.52%-544.8pp |
| Employer contribution / active EE | $2,305 | $4,215-45.3% | $3,870-40.4% | $4,662-50.5% |
| Participant deferral / active EE | $3,384 | $5,618-39.8% | $5,058-33.1% | $6,690-49.4% |
| Admin fee / account holder | $25,619 | $9,764+162.4% | $8,401+205.0% | $13,400+91.2% |