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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 | $114,070 | $106,749+6.9% | $145,433-21.6% | $82,448+38.4% |
| Participation rate | 57.6% | 75.6%-18.0pp | 82.1%-24.5pp | 68.1%-10.4pp |
| Annual return | 12.78% | 27.59%-14.8pp | 66.58%-53.8pp | 41.64%-28.9pp |
| Employer contribution / active EE | $2,394 | $3,444-30.5% | $4,554-47.4% | $2,551-6.2% |
| Participant deferral / active EE | $4,749 | $6,519-27.2% | $7,897-39.9% | $4,139+14.7% |
| Admin fee / account holder | $29,235 | $8,390+248.5% | $13,129+122.7% | $7,234+304.1% |