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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 | $99,385 | $81,331+22.2% | $155,534-36.1% | $80,935+22.8% |
| Participation rate | 48.5% | 66.3%-17.8pp | 78.2%-29.7pp | 67.7%-19.2pp |
| Annual return | 6.79% | 33.37%-26.6pp | 64.92%-58.1pp | 35.66%-28.9pp |
| Employer contribution / active EE | $1,626 | $3,105-47.6% | $4,675-65.2% | $2,757-41.0% |
| Participant deferral / active EE | $4,669 | $3,454+35.2% | $5,630-17.1% | $4,299+8.6% |
| Admin fee / account holder | $532 | $7,999-93.4% | $15,900-96.7% | $6,924-92.3% |