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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 | $111,106 | $106,749+4.1% | $145,433-23.6% | $82,448+34.8% |
| Participation rate | 58.3% | 75.6%-17.3pp | 82.1%-23.8pp | 68.1%-9.7pp |
| Annual return | 13.95% | 27.59%-13.6pp | 66.58%-52.6pp | 41.64%-27.7pp |
| Employer contribution / active EE | $1,173 | $3,444-65.9% | $4,554-74.2% | $2,551-54.0% |
| Participant deferral / active EE | $3,698 | $6,519-43.3% | $7,897-53.2% | $4,139-10.6% |
| Admin fee / account holder | $79,457 | $8,390+847.1% | $13,129+505.2% | $7,234+998.3% |