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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 | $100,114 | $105,284-4.9% | $150,734-33.6% | $94,015+6.5% |
| Participation rate | 37.5% | 71.7%-34.2pp | 78.4%-40.9pp | 70.8%-33.3pp |
| Annual return | 3.77% | 15.67%-11.9pp | 600.81%-597.0pp | 17.84%-14.1pp |
| Employer contribution / active EE | $1,769 | $3,599-50.8% | $4,918-64.0% | $2,790-36.6% |
| Participant deferral / active EE | $5,066 | $4,274+18.5% | $5,610-9.7% | $4,249+19.2% |
| Admin fee / account holder | $10,589 | $9,839+7.6% | $14,905-29.0% | $8,951+18.3% |