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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 | $82,133+30.5% | $147,318-27.2% | $64,097+67.2% |
| Participation rate | 53.1% | 62.3%-9.2pp | 82.1%-29.0pp | 55.2%-2.1pp |
| Annual return | 11.22% | 78.78%-67.6pp | 70.43%-59.2pp | 34.64%-23.4pp |
| Employer contribution / active EE | $1,293 | $2,872-55.0% | $4,593-71.8% | $1,891-31.6% |
| Participant deferral / active EE | $4,051 | $5,407-25.1% | $7,906-48.8% | $3,080+31.5% |
| Admin fee / account holder | $8,428 | $3,730+126.0% | $13,708-38.5% | $3,454+144.0% |