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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 | $86,962 | $99,345-12.5% | $84,753+2.6% | $273,972-68.3% |
| Participation rate | 50.0% | 80.7%-30.7pp | 76.6%-26.6pp | 83.0%-33.0pp |
| Annual return | 1.64% | 22.93%-21.3pp | 22.78%-21.1pp | 41.46%-39.8pp |
| Employer contribution / active EE | $1,283 | $4,214-69.6% | $3,574-64.1% | $4,869-73.6% |
| Participant deferral / active EE | $9,415 | $4,270+120.5% | $3,712+153.6% | $5,287+78.1% |
| Admin fee / account holder | $119,671 | $6,645+1700.8% | $5,333+2143.9% | $10,133+1081.1% |