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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 | $89,128 | $78,520+13.5% | $96,576-7.7% | $82,448+8.1% |
| Participation rate | 53.2% | 77.7%-24.5pp | 81.4%-28.2pp | 68.1%-14.8pp |
| Annual return | 12.16% | 41.30%-29.1pp | 38.47%-26.3pp | 41.64%-29.5pp |
| Employer contribution / active EE | $5,911 | $2,630+124.8% | $3,553+66.4% | $2,551+131.7% |
| Participant deferral / active EE | $0 | $6,754-100.0% | $7,956-100.0% | $4,139-100.0% |
| Admin fee / account holder | $18,310 | $13,455+36.1% | $11,381+60.9% | $7,234+153.1% |