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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 | $89,473 | $81,358+10.0% | $155,556-42.5% | $80,959+10.5% |
| Participation rate | 41.4% | 66.3%-24.9pp | 78.2%-36.8pp | 67.7%-26.3pp |
| Annual return | 5.98% | 33.39%-27.4pp | 64.84%-58.9pp | 35.67%-29.7pp |
| Employer contribution / active EE | $928 | $3,106-70.1% | $4,675-80.1% | $2,757-66.3% |
| Participant deferral / active EE | $4,357 | $3,455+26.1% | $5,631-22.6% | $4,300+1.3% |
| Admin fee / account holder | $32,107 | $7,994+301.7% | $15,885+102.1% | $6,925+363.6% |