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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 | $107,115 | $89,370+19.9% | $141,197-24.1% | $72,976+46.8% |
| Participation rate | 53.3% | 75.1%-21.8pp | 82.5%-29.1pp | 69.5%-16.2pp |
| Annual return | 8.25% | 111.88%-103.6pp | 71.41%-63.2pp | 81.02%-72.8pp |
| Employer contribution / active EE | $1,401 | $3,115-55.0% | $4,736-70.4% | $2,440-42.6% |
| Participant deferral / active EE | $3,761 | $5,419-30.6% | $6,710-43.9% | $3,608+4.3% |
| Admin fee / account holder | $3,769 | $5,957-36.7% | $10,265-63.3% | $5,124-26.5% |