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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 | $96,328 | $95,415+1.0% | $185,851-48.2% | $85,851+12.2% |
| Participation rate | 50.0% | 68.8%-18.8pp | 81.7%-31.7pp | 69.3%-19.3pp |
| Annual return | 10.76% | 23.59%-12.8pp | 122.11%-111.3pp | 318.63%-307.9pp |
| Employer contribution / active EE | $1,145 | $3,314-65.4% | $5,168-77.8% | $2,565-55.4% |
| Participant deferral / active EE | $2,411 | $3,424-29.6% | $5,569-56.7% | $3,952-39.0% |
| Admin fee / account holder | $10,163 | $7,215+40.9% | $16,245-37.4% | $6,261+62.3% |