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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 | $107,320 | $81,276+32.0% | $155,574-31.0% | $80,925+32.6% |
| Participation rate | 52.0% | 66.2%-14.2pp | 78.2%-26.2pp | 67.7%-15.7pp |
| Annual return | 8.73% | 33.36%-24.6pp | 64.87%-56.1pp | 35.65%-26.9pp |
| Employer contribution / active EE | $710 | $3,103-77.1% | $4,676-84.8% | $2,756-74.2% |
| Participant deferral / active EE | $2,279 | $3,453-34.0% | $5,629-59.5% | $4,299-47.0% |
| Admin fee / account holder | $20,123 | $7,993+151.7% | $15,914+26.4% | $6,940+189.9% |