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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 | $105,610 | $101,302+4.3% | $149,600-29.4% | $82,637+27.8% |
| Participation rate | 65.9% | 72.5%-6.6pp | 77.2%-11.3pp | 68.1%-2.2pp |
| Annual return | 8.05% | 21.39%-13.3pp | 129.59%-121.5pp | 53.51%-45.5pp |
| Employer contribution / active EE | $1,010 | $3,099-67.4% | $4,193-75.9% | $2,552-60.4% |
| Participant deferral / active EE | $4,861 | $5,589-13.0% | $7,203-32.5% | $4,126+17.8% |
| Admin fee / account holder | $86,972 | $8,449+929.4% | $13,963+522.9% | $7,339+1085.1% |