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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 | $100,213 | $72,273+38.7% | $101,275-1.0% | $79,856+25.5% |
| Participation rate | 54.5% | 68.5%-13.9pp | 75.8%-21.3pp | 69.6%-15.1pp |
| Annual return | -5.89% | 22.30%-28.2pp | 46.48%-52.4pp | 31.71%-37.6pp |
| Employer contribution / active EE | $2,127 | $2,691-21.0% | $3,660-41.9% | $2,471-13.9% |
| Participant deferral / active EE | $5,530 | $3,282+68.5% | $4,371+26.5% | $3,741+47.8% |
| Admin fee / account holder | $12,145 | $4,401+175.9% | $5,948+104.2% | $5,306+128.9% |