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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 | $106,929 | $79,955+33.7% | $98,461+8.6% | $75,173+42.2% |
| Participation rate | 54.5% | 70.4%-15.8pp | 75.2%-20.6pp | 67.2%-12.7pp |
| Annual return | 9.31% | 19.75%-10.4pp | 21.17%-11.9pp | 160.72%-151.4pp |
| Employer contribution / active EE | $1,027 | $2,264-54.6% | $3,049-66.3% | $2,671-61.5% |
| Participant deferral / active EE | $4,140 | $3,752+10.3% | $4,738-12.6% | $4,126+0.3% |
| Admin fee / account holder | $34,637 | $6,841+406.3% | $8,961+286.5% | $5,651+513.0% |