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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 | $97,823 | $72,273+35.4% | $101,275-3.4% | $79,856+22.5% |
| Participation rate | 57.9% | 68.5%-10.6pp | 75.8%-17.9pp | 69.6%-11.7pp |
| Annual return | 9.57% | 22.30%-12.7pp | 46.48%-36.9pp | 31.71%-22.1pp |
| Employer contribution / active EE | $2,626 | $2,691-2.4% | $3,660-28.3% | $2,471+6.3% |
| Participant deferral / active EE | $3,825 | $3,282+16.6% | $4,371-12.5% | $3,741+2.3% |
| Admin fee / account holder | $20,865 | $4,401+374.1% | $5,948+250.8% | $5,306+293.2% |