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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 | $102,541 | $80,332+27.6% | $107,187-4.3% | $64,097+60.0% |
| Participation rate | 41.7% | 54.4%-12.7pp | 75.0%-33.4pp | 55.2%-13.5pp |
| Annual return | 12.31% | 24.26%-11.9pp | 204.55%-192.2pp | 34.64%-22.3pp |
| Employer contribution / active EE | $1,038 | $2,501-58.5% | $3,782-72.6% | $1,891-45.1% |
| Participant deferral / active EE | $2,052 | $3,109-34.0% | $5,096-59.7% | $3,080-33.4% |
| Admin fee / account holder | $7,200 | $4,314+66.9% | $9,162-21.4% | $3,454+108.4% |