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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 | $107,600 | $88,672+21.3% | $105,223+2.3% | $82,448+30.5% |
| Participation rate | 29.3% | 67.9%-38.6pp | 75.0%-45.7pp | 68.1%-38.7pp |
| Annual return | 8.95% | 30.86%-21.9pp | 180.65%-171.7pp | 41.64%-32.7pp |
| Employer contribution / active EE | $1,581 | $3,048-48.1% | $3,689-57.1% | $2,551-38.0% |
| Participant deferral / active EE | $2,153 | $4,036-46.7% | $5,072-57.6% | $4,139-48.0% |
| Admin fee / account holder | $50,417 | $7,146+605.5% | $8,859+469.1% | $7,234+596.9% |