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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 | $120,515 | $95,453+26.3% | $112,040+7.6% | $82,448+46.2% |
| Participation rate | 68.0% | 72.8%-4.8pp | 76.5%-8.5pp | 68.1%-0.1pp |
| Annual return | 11.00% | 23.92%-12.9pp | 24.52%-13.5pp | 41.64%-30.6pp |
| Employer contribution / active EE | $1,315 | $2,318-43.3% | $2,954-55.5% | $2,551-48.4% |
| Participant deferral / active EE | $4,301 | $4,224+1.8% | $5,098-15.6% | $4,139+3.9% |
| Admin fee / account holder | $20,621 | $9,013+128.8% | $12,098+70.4% | $7,234+185.0% |