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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 | $106,373 | $94,031+13.1% | $115,768-8.1% | $82,448+29.0% |
| Participation rate | 52.5% | 70.4%-17.9pp | 74.4%-21.9pp | 68.1%-15.6pp |
| Annual return | 8.65% | 20.61%-12.0pp | 100.46%-91.8pp | 41.64%-33.0pp |
| Employer contribution / active EE | $1,182 | $2,323-49.1% | $2,940-59.8% | $2,551-53.6% |
| Participant deferral / active EE | $1,909 | $3,972-51.9% | $4,917-61.2% | $4,139-53.9% |
| Admin fee / account holder | $7,897 | $10,249-23.0% | $12,439-36.5% | $7,234+9.2% |