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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 | $111,736 | $106,864+4.6% | $147,318-24.2% | $82,637+35.2% |
| Participation rate | 55.9% | 75.5%-19.6pp | 82.1%-26.2pp | 68.1%-12.2pp |
| Annual return | 13.10% | 27.49%-14.4pp | 70.43%-57.3pp | 53.51%-40.4pp |
| Employer contribution / active EE | $2,192 | $3,417-35.8% | $4,593-52.3% | $2,552-14.1% |
| Participant deferral / active EE | $4,287 | $6,496-34.0% | $7,906-45.8% | $4,126+3.9% |
| Admin fee / account holder | $50,718 | $8,415+502.7% | $13,708+270.0% | $7,339+591.1% |