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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 | $112,502 | $146,267-23.1% | $197,124-42.9% | $82,448+36.5% |
| Participation rate | 65.1% | 84.0%-18.9pp | 86.7%-21.6pp | 68.1%-3.0pp |
| Annual return | 12.73% | 29.61%-16.9pp | 44.34%-31.6pp | 41.64%-28.9pp |
| Employer contribution / active EE | $4,957 | $4,723+4.9% | $6,227-20.4% | $2,551+94.3% |
| Participant deferral / active EE | $15,772 | $7,035+124.2% | $9,135+72.7% | $4,139+281.0% |
| Admin fee / account holder | $105,059 | $14,422+628.5% | $16,298+544.6% | $7,234+1352.2% |