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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 | $98,051 | $81,262+20.7% | $155,602-37.0% | $80,911+21.2% |
| Participation rate | 47.9% | 66.2%-18.3pp | 78.2%-30.3pp | 67.6%-19.7pp |
| Annual return | 9.19% | 33.34%-24.2pp | 64.81%-55.6pp | 35.63%-26.4pp |
| Employer contribution / active EE | $1,356 | $3,102-56.3% | $4,675-71.0% | $2,756-50.8% |
| Participant deferral / active EE | $2,521 | $3,451-27.0% | $5,629-55.2% | $4,297-41.3% |
| Admin fee / account holder | $7,496 | $7,992-6.2% | $15,923-52.9% | $6,935+8.1% |