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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 | $103,367 | $104,251-0.8% | $91,004+13.6% | $147,586-30.0% |
| Participation rate | 18.2% | 78.2%-60.1pp | 75.6%-57.4pp | 82.8%-64.6pp |
| Annual return | 7.72% | 27.06%-19.3pp | 4.60%+3.1pp | 578.59%-570.9pp |
| Employer contribution / active EE | $1,055 | $3,116-66.2% | $2,456-57.1% | $4,876-78.4% |
| Participant deferral / active EE | $3,744 | $4,195-10.8% | $3,548+5.5% | $5,439-31.2% |
| Admin fee / account holder | $487 | $8,948-94.6% | $5,417-91.0% | $10,886-95.5% |