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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 | $136,601 | $211,288-35.3% | $178,540-23.5% | $145,884-6.4% |
| Participation rate | 33.3% | 80.8%-47.5pp | 77.1%-43.8pp | 80.3%-47.0pp |
| Annual return | 6.92% | 30.27%-23.4pp | 27.15%-20.2pp | 551.85%-544.9pp |
| Employer contribution / active EE | $1,850 | $4,574-59.6% | $3,953-53.2% | $4,662-60.3% |
| Participant deferral / active EE | $11,083 | $6,967+59.1% | $6,281+76.5% | $6,690+65.7% |
| Admin fee / account holder | $32,962 | $12,105+172.3% | $10,424+216.2% | $13,392+146.1% |