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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 | $106,475 | $94,031+13.2% | $115,768-8.0% | $82,448+29.1% |
| Participation rate | 34.4% | 70.4%-36.0pp | 74.4%-40.0pp | 68.1%-33.7pp |
| Annual return | 11.21% | 20.61%-9.4pp | 100.46%-89.2pp | 41.64%-30.4pp |
| Employer contribution / active EE | $1,053 | $2,323-54.7% | $2,940-64.2% | $2,551-58.7% |
| Participant deferral / active EE | $2,190 | $3,972-44.9% | $4,917-55.5% | $4,139-47.1% |
| Admin fee / account holder | $29,361 | $10,249+186.5% | $12,439+136.0% | $7,234+305.9% |