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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 | $98,611 | $89,259+10.5% | $107,187-8.0% | $82,637+19.3% |
| Participation rate | 48.1% | 67.9%-19.8pp | 75.0%-26.9pp | 68.1%-19.9pp |
| Annual return | 11.70% | 21.02%-9.3pp | 204.55%-192.8pp | 53.51%-41.8pp |
| Employer contribution / active EE | $1,863 | $3,080-39.5% | $3,782-50.7% | $2,552-27.0% |
| Participant deferral / active EE | $4,254 | $4,037+5.4% | $5,096-16.5% | $4,126+3.1% |
| Admin fee / account holder | $14,325 | $7,381+94.1% | $9,162+56.3% | $7,339+95.2% |