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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 | $104,455 | $36,948+182.7% | $73,658+41.8% | $87,485+19.4% |
| Participation rate | 36.0% | 46.8%-10.8pp | 57.0%-21.0pp | 68.9%-32.9pp |
| Annual return | 11.02% | 28.64%-17.6pp | 29.72%-18.7pp | 26.06%-15.0pp |
| Employer contribution / active EE | $571 | $670-14.7% | $1,032-44.7% | $2,596-78.0% |
| Participant deferral / active EE | $2,192 | $1,379+59.0% | $2,062+6.3% | $4,274-48.7% |
| Admin fee / account holder | $16,397 | $2,531+547.9% | $3,357+388.5% | $7,775+110.9% |