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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 | $97,705 | $89,364+9.3% | $141,177-30.8% | $72,983+33.9% |
| Participation rate | 65.5% | 75.1%-9.6pp | 82.5%-17.0pp | 69.5%-4.0pp |
| Annual return | 13.24% | 111.86%-98.6pp | 71.40%-58.2pp | 81.01%-67.8pp |
| Employer contribution / active EE | $1,414 | $3,115-54.6% | $4,736-70.1% | $2,440-42.0% |
| Participant deferral / active EE | $4,624 | $5,419-14.7% | $6,710-31.1% | $3,608+28.2% |
| Admin fee / account holder | $14,596 | $5,959+144.9% | $10,263+42.2% | $5,124+184.8% |