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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 | $103,791 | $86,288+20.3% | $111,306-6.8% | $85,851+20.9% |
| Participation rate | 63.0% | 73.3%-10.4pp | 77.3%-14.4pp | 69.3%-6.4pp |
| Annual return | 10.15% | 19.99%-9.8pp | 54.67%-44.5pp | 318.63%-308.5pp |
| Employer contribution / active EE | $602 | $2,044-70.6% | $2,732-78.0% | $2,565-76.5% |
| Participant deferral / active EE | $1,821 | $3,641-50.0% | $4,488-59.4% | $3,952-53.9% |
| Admin fee / account holder | $3,862 | $8,189-52.8% | $7,966-51.5% | $6,261-38.3% |