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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 | $107,196 | $75,058+42.8% | $152,301-29.6% | $64,340+66.6% |
| Participation rate | 53.1% | 60.9%-7.8pp | 82.4%-29.3pp | 55.2%-2.1pp |
| Annual return | 11.22% | 29.93%-18.7pp | 80.50%-69.3pp | 24.14%-12.9pp |
| Employer contribution / active EE | $1,293 | $2,605-50.4% | $4,624-72.0% | $1,862-30.5% |
| Participant deferral / active EE | $4,051 | $5,041-19.6% | $8,004-49.4% | $2,980+35.9% |
| Admin fee / account holder | $8,428 | $4,050+108.1% | $14,398-41.5% | $3,703+127.6% |