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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 | $94,031+11.5% | $115,768-9.4% | $82,448+27.2% |
| Participation rate | 55.8% | 70.4%-14.6pp | 74.4%-18.6pp | 68.1%-12.3pp |
| Annual return | 8.43% | 20.61%-12.2pp | 100.46%-92.0pp | 41.64%-33.2pp |
| Employer contribution / active EE | $943 | $2,323-59.4% | $2,940-67.9% | $2,551-63.0% |
| Participant deferral / active EE | $5,700 | $3,972+43.5% | $4,917+15.9% | $4,139+37.7% |
| Admin fee / account holder | $35,932 | $10,249+250.6% | $12,439+188.9% | $7,234+396.7% |