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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 | $115,146 | $93,345+23.4% | $119,126-3.3% | $87,485+31.6% |
| Participation rate | 53.7% | 68.7%-15.1pp | 75.8%-22.1pp | 68.9%-15.3pp |
| Annual return | 8.87% | 19.08%-10.2pp | 282.11%-273.2pp | 26.06%-17.2pp |
| Employer contribution / active EE | $1,132 | $3,172-64.3% | $4,034-71.9% | $2,596-56.4% |
| Participant deferral / active EE | $3,445 | $4,099-15.9% | $5,318-35.2% | $4,274-19.4% |
| Admin fee / account holder | $10,528 | $8,039+31.0% | $10,693-1.5% | $7,775+35.4% |