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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 | $98,457 | $91,037+8.2% | $71,671+37.4% | $147,586-33.3% |
| Participation rate | 54.5% | 76.1%-21.6pp | 68.7%-14.2pp | 82.8%-28.3pp |
| Annual return | 8.28% | 20.48%-12.2pp | 20.65%-12.4pp | 578.59%-570.3pp |
| Employer contribution / active EE | $1,225 | $3,327-63.2% | $2,460-50.2% | $4,876-74.9% |
| Participant deferral / active EE | $5,369 | $4,498+19.4% | $3,438+56.2% | $5,439-1.3% |
| Admin fee / account holder | $44,486 | $8,613+416.5% | $5,558+700.3% | $10,886+308.7% |