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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 | $100,136 | $93,598+7.0% | $135,974-26.4% | $75,173+33.2% |
| Participation rate | 57.6% | 75.2%-17.6pp | 81.9%-24.3pp | 67.2%-9.6pp |
| Annual return | 11.79% | 30.89%-19.1pp | 68.30%-56.5pp | 160.72%-148.9pp |
| Employer contribution / active EE | $2,604 | $3,538-26.4% | $4,859-46.4% | $2,671-2.5% |
| Participant deferral / active EE | $7,685 | $6,405+20.0% | $7,760-1.0% | $4,126+86.3% |
| Admin fee / account holder | $26,774 | $6,978+283.7% | $10,767+148.7% | $5,651+373.8% |