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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 | $106,864+8.7% | $147,318-21.1% | $82,637+40.6% |
| Participation rate | 68.8% | 75.5%-6.8pp | 82.1%-13.3pp | 68.1%+0.7pp |
| Annual return | 12.87% | 27.49%-14.6pp | 70.43%-57.6pp | 53.51%-40.6pp |
| Employer contribution / active EE | $984 | $3,417-71.2% | $4,593-78.6% | $2,552-61.5% |
| Participant deferral / active EE | $3,935 | $6,496-39.4% | $7,906-50.2% | $4,126-4.6% |
| Admin fee / account holder | $47,810 | $8,415+468.2% | $13,708+248.8% | $7,339+551.5% |