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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 | $93,507 | $85,171+9.8% | $172,752-45.9% | $72,975+28.1% |
| Participation rate | 56.7% | 70.1%-13.4pp | 82.6%-26.0pp | 69.5%-12.8pp |
| Annual return | 15.22% | 27.32%-12.1pp | 802.97%-787.8pp | 81.01%-65.8pp |
| Employer contribution / active EE | $1,977 | $3,324-40.5% | $5,144-61.6% | $2,440-19.0% |
| Participant deferral / active EE | $4,607 | $3,260+41.3% | $5,198-11.4% | $3,608+27.7% |
| Admin fee / account holder | $1,782 | $5,880-69.7% | $13,955-87.2% | $5,124-65.2% |