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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 | $105,471 | $83,090+26.9% | $130,062-18.9% | $71,529+47.5% |
| Participation rate | 54.4% | 74.1%-19.7pp | 78.5%-24.1pp | 67.9%-13.6pp |
| Annual return | 13.97% | 20.61%-6.6pp | -137.37%+151.3pp | 28.97%-15.0pp |
| Employer contribution / active EE | $1,392 | $2,624-47.0% | $4,322-67.8% | $2,590-46.3% |
| Participant deferral / active EE | $3,434 | $4,436-22.6% | $5,821-41.0% | $4,291-20.0% |
| Admin fee / account holder | $10,976 | $1,727+535.5% | $10,601+3.5% | $1,588+590.9% |