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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 | $106,524+4.9% | $152,301-26.6% | $87,485+27.7% |
| Participation rate | 55.9% | 75.8%-19.9pp | 82.4%-26.6pp | 68.9%-13.0pp |
| Annual return | 13.10% | 26.89%-13.8pp | 80.50%-67.4pp | 26.06%-13.0pp |
| Employer contribution / active EE | $2,192 | $3,371-35.0% | $4,624-52.6% | $2,596-15.6% |
| Participant deferral / active EE | $4,287 | $6,525-34.3% | $8,004-46.4% | $4,274+0.3% |
| Admin fee / account holder | $50,718 | $8,287+512.0% | $14,398+252.3% | $7,775+552.3% |