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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 | $105,447 | $108,825-3.1% | $156,181-32.5% | $82,448+27.9% |
| Participation rate | 50.9% | 72.4%-21.5pp | 78.8%-28.0pp | 68.1%-17.2pp |
| Annual return | 4.99% | 20.59%-15.6pp | 64.87%-59.9pp | 41.64%-36.7pp |
| Employer contribution / active EE | $863 | $2,870-69.9% | $4,294-79.9% | $2,551-66.2% |
| Participant deferral / active EE | $3,114 | $4,577-32.0% | $6,132-49.2% | $4,139-24.8% |
| Admin fee / account holder | $25,269 | $9,341+170.5% | $14,586+73.2% | $7,234+249.3% |