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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 | $106,092 | $106,749-0.6% | $145,433-27.1% | $82,448+28.7% |
| Participation rate | 57.1% | 75.6%-18.5pp | 82.1%-25.0pp | 68.1%-10.9pp |
| Annual return | 13.58% | 27.59%-14.0pp | 66.58%-53.0pp | 41.64%-28.1pp |
| Employer contribution / active EE | $4,443 | $3,444+29.0% | $4,554-2.5% | $2,551+74.2% |
| Participant deferral / active EE | $13,005 | $6,519+99.5% | $7,897+64.7% | $4,139+214.2% |
| Admin fee / account holder | $23,251 | $8,390+177.1% | $13,129+77.1% | $7,234+221.4% |