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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 | $101,406 | $69,733+45.4% | $137,474-26.2% | $69,733+45.4% |
| Participation rate | 64.3% | 62.5%+1.9pp | 83.5%-19.2pp | 62.5%+1.9pp |
| Annual return | 3.27% | 15.22%-12.0pp | 11.53%-8.3pp | 15.22%-12.0pp |
| Employer contribution / active EE | $1,576 | $2,250-29.9% | $5,048-68.8% | $2,250-29.9% |
| Participant deferral / active EE | $5,683 | $3,054+86.0% | $6,155-7.7% | $3,054+86.0% |
| Admin fee / account holder | $5,549 | $3,102+78.9% | $10,602-47.7% | $3,102+78.9% |