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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 | $104,859 | $109,620-4.3% | $148,496-29.4% | $94,015+11.5% |
| Participation rate | 55.8% | 71.3%-15.5pp | 76.0%-20.3pp | 70.8%-15.1pp |
| Annual return | 8.43% | 17.54%-9.1pp | 12.33%-3.9pp | 17.84%-9.4pp |
| Employer contribution / active EE | $943 | $2,618-64.0% | $3,497-73.0% | $2,790-66.2% |
| Participant deferral / active EE | $5,700 | $3,831+48.8% | $4,808+18.5% | $4,249+34.1% |
| Admin fee / account holder | $35,932 | $10,050+257.5% | $19,547+83.8% | $8,951+301.4% |