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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 | $101,136 | $89,259+13.3% | $107,187-5.6% | $82,637+22.4% |
| Participation rate | 24.2% | 67.9%-43.7pp | 75.0%-50.8pp | 68.1%-43.8pp |
| Annual return | 2.85% | 21.02%-18.2pp | 204.55%-201.7pp | 53.51%-50.7pp |
| Employer contribution / active EE | $1,032 | $3,080-66.5% | $3,782-72.7% | $2,552-59.5% |
| Participant deferral / active EE | $3,197 | $4,037-20.8% | $5,096-37.3% | $4,126-22.5% |
| Admin fee / account holder | $9,218 | $7,381+24.9% | $9,162+0.6% | $7,339+25.6% |