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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 | $68,878+57.9% | $120,574-9.8% | $80,935+34.4% |
| Participation rate | 54.8% | 61.7%-6.9pp | 71.9%-17.2pp | 67.7%-12.9pp |
| Annual return | 9.30% | 23.67%-14.4pp | 107.42%-98.1pp | 35.66%-26.4pp |
| Employer contribution / active EE | $1,878 | $2,065-9.1% | $3,471-45.9% | $2,757-31.9% |
| Participant deferral / active EE | $5,074 | $3,189+59.1% | $4,996+1.6% | $4,299+18.0% |
| Admin fee / account holder | $35,543 | $5,782+514.7% | $9,445+276.3% | $6,924+413.3% |