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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 | $68,852+51.5% | $120,524-13.4% | $80,925+28.9% |
| Participation rate | 51.6% | 61.6%-10.0pp | 71.9%-20.3pp | 67.7%-16.0pp |
| Annual return | 10.18% | 23.67%-13.5pp | 107.36%-97.2pp | 35.65%-25.5pp |
| Employer contribution / active EE | $2,485 | $2,063+20.5% | $3,469-28.4% | $2,756-9.8% |
| Participant deferral / active EE | $6,454 | $3,187+102.5% | $4,994+29.2% | $4,299+50.1% |
| Admin fee / account holder | $17,542 | $5,781+203.5% | $9,440+85.8% | $6,940+152.8% |