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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 | $95,899 | $80,763+18.7% | $102,412-6.4% | $74,459+28.8% |
| Participation rate | 52.3% | 65.7%-13.4pp | 74.5%-22.2pp | 67.2%-15.0pp |
| Annual return | 8.72% | 27.57%-18.9pp | 24.94%-16.2pp | 1369.70%-1361.0pp |
| Employer contribution / active EE | $1,434 | $3,160-54.6% | $3,870-62.9% | $2,626-45.4% |
| Participant deferral / active EE | $4,474 | $3,862+15.9% | $5,060-11.6% | $4,350+2.9% |
| Admin fee / account holder | $4,320 | $2,371+82.2% | $8,388-48.5% | $1,945+122.1% |