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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 | $124,821 | $111,814+11.6% | $103,378+20.7% | $145,978-14.5% |
| Participation rate | 56.3% | 77.9%-21.7pp | 74.5%-18.3pp | 80.3%-24.0pp |
| Annual return | 7.40% | 24.80%-17.4pp | 24.91%-17.5pp | 550.52%-543.1pp |
| Employer contribution / active EE | $1,423 | $4,215-66.2% | $3,870-63.2% | $4,662-69.5% |
| Participant deferral / active EE | $4,219 | $5,618-24.9% | $5,058-16.6% | $6,690-36.9% |
| Admin fee / account holder | $3,419 | $9,764-65.0% | $8,401-59.3% | $13,400-74.5% |