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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 | $91,570 | $93,617-2.2% | $135,982-32.7% | $75,177+21.8% |
| Participation rate | 61.3% | 75.2%-13.9pp | 81.9%-20.6pp | 67.2%-5.9pp |
| Annual return | 2.53% | 30.89%-28.4pp | 68.32%-65.8pp | 160.75%-158.2pp |
| Employer contribution / active EE | $5,797 | $3,538+63.8% | $4,859+19.3% | $2,671+117.0% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,083 | $6,980-84.5% | $10,767-89.9% | $5,651-80.8% |