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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 | $135,784 | $110,337+23.1% | $102,383+32.6% | $145,877-6.9% |
| Participation rate | 57.1% | 77.9%-20.8pp | 74.5%-17.4pp | 80.3%-23.2pp |
| Annual return | 8.81% | 24.83%-16.0pp | 24.94%-16.1pp | 551.28%-542.5pp |
| Employer contribution / active EE | $1,693 | $4,216-59.8% | $3,870-56.2% | $4,663-63.7% |
| Participant deferral / active EE | $3,880 | $5,621-31.0% | $5,060-23.3% | $6,691-42.0% |
| Admin fee / account holder | $13,033 | $9,750+33.7% | $8,391+55.3% | $13,402-2.8% |