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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 | $100,928 | $83,485+20.9% | $125,195-19.4% | $72,976+38.3% |
| Participation rate | 59.5% | 73.3%-13.8pp | 79.8%-20.3pp | 69.5%-10.0pp |
| Annual return | 13.75% | 25.77%-12.0pp | 43.79%-30.0pp | 81.02%-67.3pp |
| Employer contribution / active EE | $1,305 | $2,346-44.4% | $3,866-66.2% | $2,440-46.5% |
| Participant deferral / active EE | $2,514 | $3,586-29.9% | $4,937-49.1% | $3,608-30.3% |
| Admin fee / account holder | $17,373 | $5,518+214.9% | $9,704+79.0% | $5,124+239.1% |