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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 | $102,570 | $57,140+79.5% | $85,240+20.3% | $80,959+26.7% |
| Participation rate | 69.8% | 56.4%+13.4pp | 67.5%+2.2pp | 67.7%+2.1pp |
| Annual return | 8.34% | 21.71%-13.4pp | 66.75%-58.4pp | 35.67%-27.3pp |
| Employer contribution / active EE | $1,512 | $1,802-16.1% | $2,735-44.7% | $2,757-45.2% |
| Participant deferral / active EE | $4,333 | $3,115+39.1% | $4,527-4.3% | $4,300+0.8% |
| Admin fee / account holder | $24,849 | $4,992+397.8% | $6,165+303.1% | $6,925+258.8% |