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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 | $101,344 | $93,617+8.3% | $135,982-25.5% | $75,177+34.8% |
| Participation rate | 55.6% | 75.2%-19.6pp | 81.9%-26.4pp | 67.2%-11.6pp |
| Annual return | 14.21% | 30.89%-16.7pp | 68.32%-54.1pp | 160.75%-146.5pp |
| Employer contribution / active EE | $2,578 | $3,538-27.1% | $4,859-46.9% | $2,671-3.5% |
| Participant deferral / active EE | $5,992 | $6,406-6.5% | $7,760-22.8% | $4,126+45.2% |
| Admin fee / account holder | $20,640 | $6,980+195.7% | $10,767+91.7% | $5,651+265.2% |