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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 | $108,787 | $68,586+58.6% | $120,380-9.6% | $80,911+34.5% |
| Participation rate | 54.8% | 61.6%-6.8pp | 71.9%-17.2pp | 67.6%-12.9pp |
| Annual return | 9.30% | 23.62%-14.3pp | 107.28%-98.0pp | 35.63%-26.3pp |
| Employer contribution / active EE | $1,878 | $2,053-8.5% | $3,465-45.8% | $2,756-31.9% |
| Participant deferral / active EE | $5,074 | $3,174+59.8% | $4,992+1.6% | $4,297+18.1% |
| Admin fee / account holder | $35,543 | $5,733+520.0% | $9,421+277.3% | $6,935+412.5% |