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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 | $87,568 | $65,246+34.2% | $98,716-11.3% | $67,986+28.8% |
| Participation rate | 50.0% | 51.4%-1.4pp | 69.3%-19.3pp | 57.2%-7.2pp |
| Annual return | 9.65% | 20.58%-10.9pp | 31.81%-22.2pp | 31.67%-22.0pp |
| Employer contribution / active EE | $1,408 | $1,042+35.2% | $2,279-38.2% | $2,019-30.2% |
| Participant deferral / active EE | $5,600 | $2,594+115.9% | $4,048+38.4% | $3,358+66.8% |
| Admin fee / account holder | $37,598 | $4,561+724.4% | $8,703+332.0% | $3,203+1073.8% |