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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 | $109,527 | $72,177+51.7% | $115,038-4.8% | $59,633+83.7% |
| Participation rate | 56.0% | 72.6%-16.6pp | 81.4%-25.4pp | 68.7%-12.7pp |
| Annual return | -4.62% | 12.02%-16.6pp | 26.14%-30.8pp | 2041.45%-2046.1pp |
| Employer contribution / active EE | $2,244 | $2,841-21.0% | $4,608-51.3% | $2,203+1.9% |
| Participant deferral / active EE | $5,369 | $4,783+12.3% | $6,026-10.9% | $3,192+68.2% |
| Admin fee / account holder | $8,790 | $4,927+78.4% | $8,175+7.5% | $4,297+104.6% |