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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 | $110,758 | $76,551+44.7% | $123,894-10.6% | $62,881+76.1% |
| Participation rate | 68.3% | 73.0%-4.7pp | 81.4%-13.1pp | 69.3%-1.0pp |
| Annual return | 3.93% | 18.68%-14.7pp | 47.52%-43.6pp | 20.14%-16.2pp |
| Employer contribution / active EE | $1,749 | $2,882-39.3% | $4,617-62.1% | $2,281-23.3% |
| Participant deferral / active EE | $3,351 | $4,840-30.8% | $5,984-44.0% | $3,203+4.6% |
| Admin fee / account holder | $52,121 | $4,826+980.1% | $8,357+523.7% | $4,296+1113.3% |