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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 | $102,403 | $146,267-30.0% | $197,124-48.1% | $82,448+24.2% |
| Participation rate | 59.5% | 84.0%-24.5pp | 86.7%-27.2pp | 68.1%-8.5pp |
| Annual return | 12.66% | 29.61%-16.9pp | 44.34%-31.7pp | 41.64%-29.0pp |
| Employer contribution / active EE | $2,370 | $4,723-49.8% | $6,227-61.9% | $2,551-7.1% |
| Participant deferral / active EE | $4,243 | $7,035-39.7% | $9,135-53.5% | $4,139+2.5% |
| Admin fee / account holder | $35,135 | $14,422+143.6% | $16,298+115.6% | $7,234+385.7% |