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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 | $96,849 | $51,708+87.3% | $106,619-9.2% | $62,881+54.0% |
| Participation rate | 26.5% | 66.9%-40.3pp | 78.0%-51.5pp | 69.3%-42.8pp |
| Annual return | 3.04% | 4.69%-1.6pp | 9.42%-6.4pp | 20.14%-17.1pp |
| Employer contribution / active EE | $1,165 | $1,764-34.0% | $3,947-70.5% | $2,281-48.9% |
| Participant deferral / active EE | $1,296 | $2,315-44.0% | $3,930-67.0% | $3,203-59.5% |
| Admin fee / account holder | $9,149 | $3,349+173.2% | $6,418+42.5% | $4,296+113.0% |