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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 | $100,179 | $86,050+16.4% | $189,758-47.2% | $94,015+6.6% |
| Participation rate | 59.5% | 68.9%-9.4pp | 79.8%-20.3pp | 70.8%-11.3pp |
| Annual return | -1.97% | 17.77%-19.7pp | 52.62%-54.6pp | 17.84%-19.8pp |
| Employer contribution / active EE | $1,505 | $2,819-46.6% | $4,767-68.4% | $2,790-46.0% |
| Participant deferral / active EE | $4,796 | $3,349+43.2% | $5,856-18.1% | $4,249+12.9% |
| Admin fee / account holder | $39,659 | $6,627+498.5% | $20,388+94.5% | $8,951+343.1% |