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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 | $101,762 | $64,920+56.7% | $103,693-1.9% | $86,983+17.0% |
| Participation rate | 48.6% | 63.6%-15.0pp | 72.6%-24.1pp | 69.5%-21.0pp |
| Annual return | 8.79% | 30.29%-21.5pp | 47.61%-38.8pp | 25.83%-17.0pp |
| Employer contribution / active EE | $1,159 | $2,141-45.9% | $2,920-60.3% | $2,584-55.2% |
| Participant deferral / active EE | $2,072 | $3,241-36.1% | $4,579-54.8% | $4,194-50.6% |
| Admin fee / account holder | $15,370 | $6,191+148.3% | $7,858+95.6% | $7,856+95.7% |