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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 | $104,034 | $78,670+32.2% | $109,173-4.7% | $85,847+21.2% |
| Participation rate | 57.6% | 68.3%-10.7pp | 75.9%-18.3pp | 69.3%-11.7pp |
| Annual return | 6.45% | 25.09%-18.6pp | 25.75%-19.3pp | 318.61%-312.2pp |
| Employer contribution / active EE | $1,240 | $2,734-54.7% | $3,723-66.7% | $2,565-51.7% |
| Participant deferral / active EE | $4,368 | $3,467+26.0% | $4,654-6.1% | $3,952+10.5% |
| Admin fee / account holder | $24,956 | $5,469+356.3% | $6,755+269.4% | $6,261+298.6% |