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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 | $105,840 | $81,358+30.1% | $155,556-32.0% | $80,959+30.7% |
| Participation rate | 37.8% | 66.3%-28.4pp | 78.2%-40.4pp | 67.7%-29.8pp |
| Annual return | 9.68% | 33.39%-23.7pp | 64.84%-55.2pp | 35.67%-26.0pp |
| Employer contribution / active EE | $564 | $3,106-81.8% | $4,675-87.9% | $2,757-79.5% |
| Participant deferral / active EE | $3,582 | $3,455+3.7% | $5,631-36.4% | $4,300-16.7% |
| Admin fee / account holder | $42,139 | $7,994+427.2% | $15,885+165.3% | $6,925+508.5% |