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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 | $109,580 | $89,259+22.8% | $107,187+2.2% | $82,637+32.6% |
| Participation rate | 56.8% | 67.9%-11.2pp | 75.0%-18.3pp | 68.1%-11.3pp |
| Annual return | 12.64% | 21.02%-8.4pp | 204.55%-191.9pp | 53.51%-40.9pp |
| Employer contribution / active EE | $1,555 | $3,080-49.5% | $3,782-58.9% | $2,552-39.1% |
| Participant deferral / active EE | $3,084 | $4,037-23.6% | $5,096-39.5% | $4,126-25.3% |
| Admin fee / account holder | $1,040 | $7,381-85.9% | $9,162-88.6% | $7,339-85.8% |