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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 | $106,864-0.7% | $147,318-28.0% | $82,637+28.4% |
| Participation rate | 57.1% | 75.5%-18.4pp | 82.1%-24.9pp | 68.1%-10.9pp |
| Annual return | 13.58% | 27.49%-13.9pp | 70.43%-56.8pp | 53.51%-39.9pp |
| Employer contribution / active EE | $4,443 | $3,417+30.0% | $4,593-3.3% | $2,552+74.1% |
| Participant deferral / active EE | $13,005 | $6,496+100.2% | $7,906+64.5% | $4,126+215.2% |
| Admin fee / account holder | $23,251 | $8,415+176.3% | $13,708+69.6% | $7,339+216.8% |