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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 | $99,542 | $58,512+70.1% | $84,020+18.5% | $72,983+36.4% |
| Participation rate | 54.2% | 61.2%-7.0pp | 69.0%-14.8pp | 69.5%-15.2pp |
| Annual return | 4.21% | 28.93%-24.7pp | 71.31%-67.1pp | 81.01%-76.8pp |
| Employer contribution / active EE | $1,901 | $1,163+63.5% | $1,984-4.1% | $2,440-22.1% |
| Participant deferral / active EE | $2,804 | $2,394+17.1% | $3,239-13.4% | $3,608-22.3% |
| Admin fee / account holder | $15,130 | $4,569+231.2% | $6,101+148.0% | $5,124+195.3% |