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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 | $113,788 | $110,410+3.1% | $102,437+11.1% | $145,897-22.0% |
| Participation rate | 42.9% | 77.9%-35.1pp | 74.5%-31.7pp | 80.3%-37.4pp |
| Annual return | 6.60% | 24.85%-18.3pp | 24.95%-18.3pp | 552.29%-545.7pp |
| Employer contribution / active EE | $1,204 | $4,217-71.4% | $3,871-68.9% | $4,663-74.2% |
| Participant deferral / active EE | $7,421 | $5,622+32.0% | $5,060+46.7% | $6,689+10.9% |
| Admin fee / account holder | $87,169 | $9,745+794.5% | $8,388+939.2% | $13,390+551.0% |