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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 | $121,251 | $91,439+32.6% | $135,974-10.8% | $71,511+69.6% |
| Participation rate | 57.1% | 75.7%-18.5pp | 81.9%-24.8pp | 67.9%-10.8pp |
| Annual return | 11.44% | 29.90%-18.5pp | 68.30%-56.9pp | 28.86%-17.4pp |
| Employer contribution / active EE | $2,488 | $3,705-32.9% | $4,859-48.8% | $2,589-3.9% |
| Participant deferral / active EE | $4,645 | $7,093-34.5% | $7,760-40.1% | $4,291+8.2% |
| Admin fee / account holder | $13,275 | $1,267+948.0% | $10,767+23.3% | $1,588+735.7% |