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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 | $110,434 | $72,027+53.3% | $185,835-40.6% | $79,852+38.3% |
| Participation rate | 42.9% | 65.8%-22.9pp | 78.0%-35.2pp | 69.6%-26.8pp |
| Annual return | 7.86% | 23.13%-15.3pp | 35.96%-28.1pp | 31.72%-23.9pp |
| Employer contribution / active EE | $468 | $1,965-76.2% | $4,087-88.6% | $2,471-81.1% |
| Participant deferral / active EE | $1,939 | $3,780-48.7% | $5,633-65.6% | $3,740-48.2% |
| Admin fee / account holder | $32,562 | $4,513+621.5% | $9,502+242.7% | $5,306+513.6% |