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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 | $81,023 | $72,269+12.1% | $101,271-20.0% | $79,852+1.5% |
| Participation rate | 21.6% | 68.5%-46.8pp | 75.8%-54.2pp | 69.6%-48.0pp |
| Annual return | 6.94% | 22.29%-15.3pp | 46.48%-39.5pp | 31.72%-24.8pp |
| Employer contribution / active EE | $877 | $2,692-67.4% | $3,660-76.0% | $2,471-64.5% |
| Participant deferral / active EE | $2,186 | $3,282-33.4% | $4,371-50.0% | $3,740-41.6% |
| Admin fee / account holder | $20,384 | $4,401+363.2% | $5,948+242.7% | $5,306+284.2% |