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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 | $145,431-29.6% | $211,142-51.5% | $87,485+17.1% |
| Participation rate | 59.5% | 84.7%-25.2pp | 87.3%-27.8pp | 68.9%-9.4pp |
| Annual return | 12.66% | 27.21%-14.5pp | 46.84%-34.2pp | 26.06%-13.4pp |
| Employer contribution / active EE | $2,370 | $4,662-49.2% | $6,442-63.2% | $2,596-8.7% |
| Participant deferral / active EE | $4,243 | $6,859-38.1% | $9,284-54.3% | $4,274-0.7% |
| Admin fee / account holder | $35,135 | $17,052+106.0% | $19,076+84.2% | $7,775+351.9% |