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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 | $98,228 | $101,778-3.5% | $164,975-40.5% | $80,925+21.4% |
| Participation rate | 53.1% | 71.8%-18.7pp | 78.6%-25.5pp | 67.7%-14.5pp |
| Annual return | 6.18% | 16.73%-10.5pp | 70.12%-63.9pp | 35.65%-29.5pp |
| Employer contribution / active EE | $5,595 | $2,954+89.4% | $4,343+28.8% | $2,756+103.0% |
| Participant deferral / active EE | $7,241 | $4,477+61.8% | $6,033+20.0% | $4,299+68.5% |
| Admin fee / account holder | $41,065 | $8,221+399.5% | $12,688+223.6% | $6,940+491.7% |