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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 | $101,950+2.9% | $125,529-16.5% | $86,983+20.6% |
| Participation rate | 55.8% | 70.2%-14.4pp | 74.7%-19.0pp | 69.5%-13.8pp |
| Annual return | 8.43% | 18.29%-9.9pp | 202.56%-194.1pp | 25.83%-17.4pp |
| Employer contribution / active EE | $943 | $2,358-60.0% | $3,058-69.2% | $2,584-63.5% |
| Participant deferral / active EE | $5,700 | $3,862+47.6% | $4,813+18.4% | $4,194+35.9% |
| Admin fee / account holder | $35,932 | $12,791+180.9% | $16,298+120.5% | $7,856+357.4% |