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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 | $103,930 | $76,551+35.8% | $123,894-16.1% | $62,881+65.3% |
| Participation rate | 65.9% | 73.0%-7.1pp | 81.4%-15.6pp | 69.3%-3.5pp |
| Annual return | 5.83% | 18.68%-12.8pp | 47.52%-41.7pp | 20.14%-14.3pp |
| Employer contribution / active EE | $504 | $2,882-82.5% | $4,617-89.1% | $2,281-77.9% |
| Participant deferral / active EE | $3,285 | $4,840-32.1% | $5,984-45.1% | $3,203+2.6% |
| Admin fee / account holder | $31,474 | $4,826+552.2% | $8,357+276.6% | $4,296+632.7% |