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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 | $109,354 | $105,210+3.9% | $159,487-31.4% | $85,851+27.4% |
| Participation rate | 54.9% | 75.8%-20.9pp | 82.8%-27.9pp | 69.3%-14.4pp |
| Annual return | 11.66% | 45.08%-33.4pp | 263.71%-252.0pp | 318.63%-307.0pp |
| Employer contribution / active EE | $767 | $3,319-76.9% | $4,831-84.1% | $2,565-70.1% |
| Participant deferral / active EE | $10,170 | $5,946+71.0% | $7,354+38.3% | $3,952+157.3% |
| Admin fee / account holder | $23,017 | $6,934+231.9% | $10,804+113.0% | $6,261+267.6% |