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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 | $107,714 | $91,559+17.6% | $133,971-19.6% | $79,852+34.9% |
| Participation rate | 50.0% | 73.3%-23.3pp | 79.8%-29.8pp | 69.6%-19.6pp |
| Annual return | 2.73% | 61.85%-59.1pp | 45.09%-42.4pp | 31.72%-29.0pp |
| Employer contribution / active EE | $713 | $2,384-70.1% | $3,919-81.8% | $2,471-71.2% |
| Participant deferral / active EE | $3,519 | $3,734-5.7% | $5,047-30.3% | $3,740-5.9% |
| Admin fee / account holder | $14,926 | $6,321+136.1% | $8,929+67.2% | $5,306+181.3% |