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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 | $63,456+38.0% | $100,712-13.1% | $64,097+36.6% |
| Participation rate | 50.0% | 49.7%+0.3pp | 69.3%-19.3pp | 55.2%-5.2pp |
| Annual return | 9.65% | 19.65%-10.0pp | 33.27%-23.6pp | 34.64%-25.0pp |
| Employer contribution / active EE | $1,408 | $1,003+40.5% | $2,313-39.1% | $1,891-25.5% |
| Participant deferral / active EE | $5,600 | $2,463+127.3% | $4,085+37.1% | $3,080+81.8% |
| Admin fee / account holder | $37,598 | $4,808+682.0% | $9,256+306.2% | $3,454+988.4% |