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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 | $101,862 | $87,878+15.9% | $97,411+4.6% | $82,637+23.3% |
| Participation rate | 46.2% | 75.6%-29.4pp | 80.4%-34.2pp | 68.1%-21.9pp |
| Annual return | 5.24% | 54.63%-49.4pp | 34.72%-29.5pp | 53.51%-48.3pp |
| Employer contribution / active EE | $2,040 | $3,800-46.3% | $4,210-51.6% | $2,552-20.1% |
| Participant deferral / active EE | $3,730 | $5,525-32.5% | $5,886-36.6% | $4,126-9.6% |
| Admin fee / account holder | $16,520 | $6,743+145.0% | $7,145+131.2% | $7,339+125.1% |