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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 | $81,262+10.1% | $155,602-42.5% | $80,911+10.6% |
| Participation rate | 41.4% | 66.2%-24.9pp | 78.2%-36.8pp | 67.6%-26.3pp |
| Annual return | 5.98% | 33.34%-27.4pp | 64.81%-58.8pp | 35.63%-29.6pp |
| Employer contribution / active EE | $928 | $3,102-70.1% | $4,675-80.1% | $2,756-66.3% |
| Participant deferral / active EE | $4,357 | $3,451+26.2% | $5,629-22.6% | $4,297+1.4% |
| Admin fee / account holder | $32,107 | $7,992+301.7% | $15,923+101.6% | $6,935+363.0% |