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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 | $110,831 | $106,749+3.8% | $145,433-23.8% | $82,448+34.4% |
| Participation rate | 67.9% | 75.6%-7.8pp | 82.1%-14.3pp | 68.1%-0.2pp |
| Annual return | 7.01% | 27.59%-20.6pp | 66.58%-59.6pp | 41.64%-34.6pp |
| Employer contribution / active EE | $1,848 | $3,444-46.3% | $4,554-59.4% | $2,551-27.5% |
| Participant deferral / active EE | $6,407 | $6,519-1.7% | $7,897-18.9% | $4,139+54.8% |
| Admin fee / account holder | $69,725 | $8,390+731.1% | $13,129+431.1% | $7,234+863.8% |