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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 | $101,031 | $117,859-14.3% | $102,438-1.4% | $145,959-30.8% |
| Participation rate | 63.2% | 78.6%-15.4pp | 76.5%-13.3pp | 80.3%-17.1pp |
| Annual return | 7.92% | 31.72%-23.8pp | 29.37%-21.5pp | 561.95%-554.0pp |
| Employer contribution / active EE | $1,102 | $3,615-69.5% | $3,024-63.6% | $4,661-76.4% |
| Participant deferral / active EE | $3,446 | $5,732-39.9% | $5,054-31.8% | $6,689-48.5% |
| Admin fee / account holder | $78,165 | $13,318+486.9% | $9,448+727.3% | $13,398+483.4% |