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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 | $104,509 | $108,825-4.0% | $156,181-33.1% | $82,448+26.8% |
| Participation rate | 25.0% | 72.4%-47.4pp | 78.8%-53.8pp | 68.1%-43.1pp |
| Annual return | 12.26% | 20.59%-8.3pp | 64.87%-52.6pp | 41.64%-29.4pp |
| Employer contribution / active EE | $839 | $2,870-70.8% | $4,294-80.5% | $2,551-67.1% |
| Participant deferral / active EE | $2,250 | $4,577-50.8% | $6,132-63.3% | $4,139-45.6% |
| Admin fee / account holder | $51,880 | $9,341+455.4% | $14,586+255.7% | $7,234+617.1% |