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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 | $109,143 | $72,071+51.4% | $68,368+59.6% | $137,256-20.5% |
| Participation rate | 57.1% | 76.2%-19.1pp | 73.8%-16.6pp | 80.0%-22.8pp |
| Annual return | 12.98% | 353.14%-340.2pp | 292.57%-279.6pp | 220.34%-207.4pp |
| Employer contribution / active EE | $2,221 | $2,788-20.4% | $2,649-16.2% | $4,156-46.6% |
| Participant deferral / active EE | $8,882 | $4,410+101.4% | $4,123+115.4% | $6,407+38.6% |
| Admin fee / account holder | $24,775 | $5,336+364.3% | $5,150+381.1% | $12,270+101.9% |