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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 | $99,728 | $63,354+57.4% | $94,105+6.0% | $82,637+20.7% |
| Participation rate | 63.9% | 63.8%+0.1pp | 71.9%-8.1pp | 68.1%-4.2pp |
| Annual return | 12.59% | 34.36%-21.8pp | 204.55%-192.0pp | 53.51%-40.9pp |
| Employer contribution / active EE | $1,808 | $1,760+2.7% | $2,504-27.8% | $2,552-29.2% |
| Participant deferral / active EE | $1,876 | $2,873-34.7% | $3,881-51.7% | $4,126-54.5% |
| Admin fee / account holder | $29,547 | $5,073+482.4% | $6,199+376.6% | $7,339+302.6% |