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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 | $99,266 | $89,367+11.1% | $141,191-29.7% | $72,975+36.0% |
| Participation rate | 65.5% | 75.1%-9.6pp | 82.5%-17.0pp | 69.5%-4.0pp |
| Annual return | 17.18% | 111.87%-94.7pp | 71.41%-54.2pp | 81.01%-63.8pp |
| Employer contribution / active EE | $1,183 | $3,115-62.0% | $4,736-75.0% | $2,440-51.5% |
| Participant deferral / active EE | $3,809 | $5,419-29.7% | $6,710-43.2% | $3,608+5.6% |
| Admin fee / account holder | $14,476 | $5,957+143.0% | $10,264+41.0% | $5,124+182.5% |