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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 | $103,358 | $76,407+35.3% | $150,298-31.2% | $82,448+25.4% |
| Participation rate | 44.3% | 66.4%-22.1pp | 77.8%-33.5pp | 68.1%-23.8pp |
| Annual return | 11.82% | 39.99%-28.2pp | 62.79%-51.0pp | 41.64%-29.8pp |
| Employer contribution / active EE | $827 | $2,614-68.4% | $4,154-80.1% | $2,551-67.6% |
| Participant deferral / active EE | $1,959 | $3,214-39.1% | $5,453-64.1% | $4,139-52.7% |
| Admin fee / account holder | $8,134 | $6,352+28.1% | $14,116-42.4% | $7,234+12.4% |