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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 | $118,077 | $81,262+45.3% | $155,602-24.1% | $80,911+45.9% |
| Participation rate | 51.9% | 66.2%-14.3pp | 78.2%-26.3pp | 67.6%-15.7pp |
| Annual return | 9.18% | 33.34%-24.2pp | 64.81%-55.6pp | 35.63%-26.5pp |
| Employer contribution / active EE | $1,406 | $3,102-54.7% | $4,675-69.9% | $2,756-49.0% |
| Participant deferral / active EE | $3,477 | $3,451+0.7% | $5,629-38.2% | $4,297-19.1% |
| Admin fee / account holder | $22,207 | $7,992+177.9% | $15,923+39.5% | $6,935+220.2% |