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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 | $68,878+51.5% | $120,574-13.5% | $80,935+28.9% |
| Participation rate | 51.6% | 61.7%-10.1pp | 71.9%-20.3pp | 67.7%-16.0pp |
| Annual return | 10.18% | 23.67%-13.5pp | 107.42%-97.2pp | 35.66%-25.5pp |
| Employer contribution / active EE | $2,485 | $2,065+20.4% | $3,471-28.4% | $2,757-9.8% |
| Participant deferral / active EE | $6,454 | $3,189+102.4% | $4,996+29.2% | $4,299+50.1% |
| Admin fee / account holder | $17,542 | $5,782+203.4% | $9,445+85.7% | $6,924+153.3% |