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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 | $102,085 | $76,407+33.6% | $150,298-32.1% | $82,448+23.8% |
| Participation rate | 64.0% | 66.4%-2.4pp | 77.8%-13.8pp | 68.1%-4.1pp |
| Annual return | 8.44% | 39.99%-31.6pp | 62.79%-54.3pp | 41.64%-33.2pp |
| Employer contribution / active EE | $1,532 | $2,614-41.4% | $4,154-63.1% | $2,551-40.0% |
| Participant deferral / active EE | $2,315 | $3,214-28.0% | $5,453-57.5% | $4,139-44.1% |
| Admin fee / account holder | $35,084 | $6,352+452.3% | $14,116+148.5% | $7,234+385.0% |