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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 | $113,590 | $183,627-38.1% | $155,602-27.0% | $145,978-22.2% |
| Participation rate | 64.7% | 82.7%-18.0pp | 78.2%-13.5pp | 80.3%-15.6pp |
| Annual return | 7.04% | 61.32%-54.3pp | 64.81%-57.8pp | 550.52%-543.5pp |
| Employer contribution / active EE | $1,452 | $5,316-72.7% | $4,675-68.9% | $4,662-68.9% |
| Participant deferral / active EE | $6,251 | $6,466-3.3% | $5,629+11.0% | $6,690-6.6% |
| Admin fee / account holder | $10,880 | $19,327-43.7% | $15,923-31.7% | $13,400-18.8% |