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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 | $109,879 | $89,370+22.9% | $141,197-22.2% | $72,976+50.6% |
| Participation rate | 64.3% | 75.1%-10.8pp | 82.5%-18.2pp | 69.5%-5.2pp |
| Annual return | 18.78% | 111.88%-93.1pp | 71.41%-52.6pp | 81.02%-62.2pp |
| Employer contribution / active EE | $2,296 | $3,115-26.3% | $4,736-51.5% | $2,440-5.9% |
| Participant deferral / active EE | $4,293 | $5,419-20.8% | $6,710-36.0% | $3,608+19.0% |
| Admin fee / account holder | $4,441 | $5,957-25.4% | $10,265-56.7% | $5,124-13.3% |