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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 | $101,423 | $70,435+44.0% | $96,575+5.0% | $85,856+18.1% |
| Participation rate | 51.2% | 61.8%-10.6pp | 69.8%-18.7pp | 69.3%-18.2pp |
| Annual return | 7.94% | 18.59%-10.6pp | 37.79%-29.8pp | 318.58%-310.6pp |
| Employer contribution / active EE | $1,570 | $1,413+11.1% | $2,357-33.4% | $2,565-38.8% |
| Participant deferral / active EE | $2,718 | $2,894-6.1% | $3,849-29.4% | $3,952-31.2% |
| Admin fee / account holder | $1,777 | $4,997-64.4% | $6,182-71.3% | $6,261-71.6% |