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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 | $138,095 | $124,346+11.1% | $111,308+24.1% | $167,536-17.6% |
| Participation rate | 57.1% | 79.6%-22.5pp | 77.3%-20.2pp | 82.1%-25.0pp |
| Annual return | 5.09% | 37.45%-32.4pp | 54.67%-49.6pp | 478.82%-473.7pp |
| Employer contribution / active EE | $1,800 | $3,437-47.6% | $2,732-34.1% | $4,839-62.8% |
| Participant deferral / active EE | $3,327 | $5,182-35.8% | $4,487-25.9% | $6,342-47.5% |
| Admin fee / account holder | $18,269 | $10,621+72.0% | $7,965+129.4% | $12,315+48.4% |