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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 | $116,179 | $99,875+16.3% | $146,866-20.9% | $86,983+33.6% |
| Participation rate | 68.8% | 75.8%-7.1pp | 82.5%-13.8pp | 69.5%-0.8pp |
| Annual return | 12.87% | 28.10%-15.2pp | 102.85%-90.0pp | 25.83%-13.0pp |
| Employer contribution / active EE | $984 | $3,224-69.5% | $4,425-77.8% | $2,584-61.9% |
| Participant deferral / active EE | $3,935 | $6,322-37.8% | $7,759-49.3% | $4,194-6.2% |
| Admin fee / account holder | $47,810 | $7,838+510.0% | $13,620+251.0% | $7,856+508.6% |