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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 | $90,674+12.3% | $96,707+5.3% | $82,448+23.5% |
| Participation rate | 46.2% | 75.9%-29.8pp | 80.4%-34.2pp | 68.1%-21.9pp |
| Annual return | 5.24% | 49.05%-43.8pp | 34.78%-29.5pp | 41.64%-36.4pp |
| Employer contribution / active EE | $2,040 | $3,975-48.7% | $4,191-51.3% | $2,551-20.0% |
| Participant deferral / active EE | $3,730 | $5,696-34.5% | $5,997-37.8% | $4,139-9.9% |
| Admin fee / account holder | $16,520 | $7,568+118.3% | $7,503+120.2% | $7,234+128.4% |