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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 | $93,685 | $70,475+32.9% | $100,530-6.8% | $79,858+17.3% |
| Participation rate | 50.0% | 73.7%-23.7pp | 79.4%-29.4pp | 69.6%-19.6pp |
| Annual return | 9.37% | 21.90%-12.5pp | 30.89%-21.5pp | 31.72%-22.3pp |
| Employer contribution / active EE | $2,231 | $2,165+3.1% | $3,418-34.7% | $2,471-9.7% |
| Participant deferral / active EE | $6,190 | $5,181+19.5% | $6,271-1.3% | $3,740+65.5% |
| Admin fee / account holder | $21,052 | $4,478+370.1% | $8,083+160.5% | $5,306+296.8% |