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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 | $107,394 | $95,406+12.6% | $185,849-42.2% | $85,847+25.1% |
| Participation rate | 56.4% | 68.8%-12.4pp | 81.7%-25.3pp | 69.3%-12.9pp |
| Annual return | 9.41% | 23.59%-14.2pp | 122.10%-112.7pp | 318.61%-309.2pp |
| Employer contribution / active EE | $1,072 | $3,314-67.7% | $5,169-79.3% | $2,565-58.2% |
| Participant deferral / active EE | $2,244 | $3,424-34.5% | $5,569-59.7% | $3,952-43.2% |
| Admin fee / account holder | $1,960 | $7,214-72.8% | $16,244-87.9% | $6,261-68.7% |