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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 | $77,358+15.2% | $102,184-12.8% | $87,485+1.9% |
| Participation rate | 53.2% | 78.7%-25.4pp | 82.6%-29.3pp | 68.9%-15.7pp |
| Annual return | 12.16% | 41.11%-28.9pp | 31.58%-19.4pp | 26.06%-13.9pp |
| Employer contribution / active EE | $5,911 | $2,562+130.7% | $3,594+64.5% | $2,596+127.7% |
| Participant deferral / active EE | $0 | $6,753-100.0% | $8,309-100.0% | $4,274-100.0% |
| Admin fee / account holder | $18,310 | $6,809+168.9% | $11,609+57.7% | $7,775+135.5% |