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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 | $107,954 | $102,065+5.8% | $453,569-76.2% | $85,847+25.8% |
| Participation rate | 63.6% | 72.4%-8.7pp | 78.0%-14.4pp | 69.3%-5.7pp |
| Annual return | 11.55% | 25.44%-13.9pp | 64.43%-52.9pp | 318.61%-307.1pp |
| Employer contribution / active EE | $1,554 | $2,852-45.5% | $4,072-61.8% | $2,565-39.4% |
| Participant deferral / active EE | $3,440 | $4,789-28.2% | $6,211-44.6% | $3,952-13.0% |
| Admin fee / account holder | $22,733 | $5,717+297.7% | $11,214+102.7% | $6,261+263.1% |