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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 | $97,648+7.4% | $121,663-13.8% | $87,485+19.9% |
| Participation rate | 55.8% | 70.5%-14.7pp | 74.5%-18.7pp | 68.9%-13.2pp |
| Annual return | 8.43% | 18.03%-9.6pp | 147.54%-139.1pp | 26.06%-17.6pp |
| Employer contribution / active EE | $943 | $2,300-59.0% | $3,020-68.8% | $2,596-63.7% |
| Participant deferral / active EE | $5,700 | $3,923+45.3% | $4,887+16.6% | $4,274+33.4% |
| Admin fee / account holder | $35,932 | $11,100+223.7% | $14,289+151.5% | $7,775+362.2% |