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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 | $100,453 | $101,752-1.3% | $164,928-39.1% | $80,911+24.2% |
| Participation rate | 52.0% | 71.8%-19.8pp | 78.6%-26.6pp | 67.6%-15.6pp |
| Annual return | 8.39% | 16.73%-8.3pp | 70.08%-61.7pp | 35.63%-27.2pp |
| Employer contribution / active EE | $2,477 | $2,953-16.1% | $4,343-43.0% | $2,756-10.1% |
| Participant deferral / active EE | $3,068 | $4,477-31.5% | $6,034-49.2% | $4,297-28.6% |
| Admin fee / account holder | $26,862 | $8,218+226.9% | $12,684+111.8% | $6,935+287.4% |