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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 | $104,317 | $68,573+52.1% | $120,368-13.3% | $80,874+29.0% |
| Participation rate | 51.6% | 61.6%-10.0pp | 71.9%-20.3pp | 67.6%-16.0pp |
| Annual return | 10.18% | 23.61%-13.4pp | 107.26%-97.1pp | 35.62%-25.4pp |
| Employer contribution / active EE | $2,485 | $2,052+21.1% | $3,465-28.3% | $2,756-9.8% |
| Participant deferral / active EE | $6,454 | $3,174+103.3% | $4,991+29.3% | $4,297+50.2% |
| Admin fee / account holder | $17,542 | $5,734+205.9% | $9,429+86.0% | $6,935+152.9% |