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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 | $105,040 | $98,776+6.3% | $149,745-29.9% | $79,856+31.5% |
| Participation rate | 48.4% | 75.8%-27.4pp | 82.5%-34.1pp | 69.6%-21.3pp |
| Annual return | 4.54% | 27.38%-22.8pp | 276.72%-272.2pp | 31.71%-27.2pp |
| Employer contribution / active EE | $5,301 | $3,217+64.8% | $4,646+14.1% | $2,471+114.5% |
| Participant deferral / active EE | $3,046 | $5,681-46.4% | $6,843-55.5% | $3,741-18.6% |
| Admin fee / account holder | $8,705 | $6,053+43.8% | $9,312-6.5% | $5,306+64.0% |