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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 | $95,177 | $77,358+23.0% | $102,184-6.9% | $87,485+8.8% |
| Participation rate | 36.4% | 78.7%-42.3pp | 82.6%-46.2pp | 68.9%-32.6pp |
| Annual return | 10.35% | 41.11%-30.8pp | 31.58%-21.2pp | 26.06%-15.7pp |
| Employer contribution / active EE | $1,229 | $2,562-52.0% | $3,594-65.8% | $2,596-52.6% |
| Participant deferral / active EE | $4,035 | $6,753-40.2% | $8,309-51.4% | $4,274-5.6% |
| Admin fee / account holder | $45,447 | $6,809+567.4% | $11,609+291.5% | $7,775+484.5% |