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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 | $86,582 | $62,672+38.2% | $185,117-53.2% | $70,126+23.5% |
| Participation rate | 43.1% | 63.8%-20.6pp | 77.3%-34.1pp | 69.5%-26.4pp |
| Annual return | 10.79% | 40.79%-30.0pp | 40.50%-29.7pp | 73.15%-62.4pp |
| Employer contribution / active EE | $1,971 | $1,753+12.4% | $4,182-52.9% | $2,343-15.9% |
| Participant deferral / active EE | $2,912 | $3,272-11.0% | $5,045-42.3% | $3,332-12.6% |
| Admin fee / account holder | $15,561 | $3,932+295.8% | $8,159+90.7% | $4,645+235.0% |