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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 | $122,178 | $106,749+14.5% | $145,433-16.0% | $82,448+48.2% |
| Participation rate | 64.5% | 75.6%-11.1pp | 82.1%-17.6pp | 68.1%-3.6pp |
| Annual return | 9.58% | 27.59%-18.0pp | 66.58%-57.0pp | 41.64%-32.1pp |
| Employer contribution / active EE | $3,532 | $3,444+2.5% | $4,554-22.5% | $2,551+38.5% |
| Participant deferral / active EE | $4,761 | $6,519-27.0% | $7,897-39.7% | $4,139+15.0% |
| Admin fee / account holder | $95,489 | $8,390+1038.1% | $13,129+627.3% | $7,234+1219.9% |