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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 | $89,189 | $76,383+16.8% | $121,663-26.7% | $64,340+38.6% |
| Participation rate | 39.2% | 60.4%-21.2pp | 74.5%-35.3pp | 55.2%-16.0pp |
| Annual return | 11.86% | 16.98%-5.1pp | 147.54%-135.7pp | 24.14%-12.3pp |
| Employer contribution / active EE | $897 | $1,943-53.8% | $3,020-70.3% | $1,862-51.8% |
| Participant deferral / active EE | $2,677 | $3,149-15.0% | $4,887-45.2% | $2,980-10.2% |
| Admin fee / account holder | $14,849 | $4,142+258.5% | $14,289+3.9% | $3,703+301.1% |