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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 | $104,253 | $47,848+117.9% | $81,473+28.0% | $70,126+48.7% |
| Participation rate | 49.3% | 58.3%-9.0pp | 68.0%-18.7pp | 69.5%-20.2pp |
| Annual return | 11.16% | 27.25%-16.1pp | 38.78%-27.6pp | 73.15%-62.0pp |
| Employer contribution / active EE | $1,118 | $1,527-26.8% | $2,568-56.5% | $2,343-52.3% |
| Participant deferral / active EE | $2,930 | $2,453+19.5% | $3,537-17.2% | $3,332-12.1% |
| Admin fee / account holder | $17,540 | $3,145+457.7% | $4,561+284.5% | $4,645+277.6% |