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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 | $92,233 | $78,682+17.2% | $109,188-15.5% | $85,851+7.4% |
| Participation rate | 45.0% | 68.3%-23.3pp | 75.9%-30.9pp | 69.3%-24.3pp |
| Annual return | 10.74% | 25.09%-14.3pp | 25.76%-15.0pp | 318.63%-307.9pp |
| Employer contribution / active EE | $1,433 | $2,734-47.6% | $3,723-61.5% | $2,565-44.2% |
| Participant deferral / active EE | $2,277 | $3,468-34.3% | $4,654-51.1% | $3,952-42.4% |
| Admin fee / account holder | $21,241 | $5,470+288.3% | $6,755+214.4% | $6,261+239.3% |