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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 | $103,743 | $98,776+5.0% | $149,745-30.7% | $79,856+29.9% |
| Participation rate | 55.0% | 75.8%-20.8pp | 82.5%-27.5pp | 69.6%-14.6pp |
| Annual return | 11.73% | 27.38%-15.6pp | 276.72%-265.0pp | 31.71%-20.0pp |
| Employer contribution / active EE | $1,667 | $3,217-48.2% | $4,646-64.1% | $2,471-32.6% |
| Participant deferral / active EE | $5,105 | $5,681-10.1% | $6,843-25.4% | $3,741+36.5% |
| Admin fee / account holder | $780 | $6,053-87.1% | $9,312-91.6% | $5,306-85.3% |