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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 | $92,845 | $78,672+18.0% | $109,163-14.9% | $85,856+8.1% |
| Participation rate | 60.5% | 68.3%-7.7pp | 75.9%-15.4pp | 69.3%-8.8pp |
| Annual return | 9.80% | 25.09%-15.3pp | 25.75%-16.0pp | 318.58%-308.8pp |
| Employer contribution / active EE | $1,495 | $2,734-45.3% | $3,723-59.9% | $2,565-41.7% |
| Participant deferral / active EE | $4,383 | $3,467+26.4% | $4,654-5.8% | $3,952+10.9% |
| Admin fee / account holder | $21,046 | $5,470+284.8% | $6,754+211.6% | $6,261+236.2% |