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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 | $109,051 | $100,203+8.8% | $85,240+27.9% | $145,897-25.3% |
| Participation rate | 40.0% | 74.1%-34.1pp | 67.5%-27.5pp | 80.3%-40.3pp |
| Annual return | 6.66% | 84.28%-77.6pp | 66.75%-60.1pp | 552.29%-545.6pp |
| Employer contribution / active EE | $1,002 | $3,242-69.1% | $2,735-63.4% | $4,663-78.5% |
| Participant deferral / active EE | $3,518 | $5,299-33.6% | $4,527-22.3% | $6,689-47.4% |
| Admin fee / account holder | $2,176 | $7,265-70.0% | $6,165-64.7% | $13,390-83.7% |