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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 | $99,985 | $86,949+15.0% | $102,460-2.4% | $80,959+23.5% |
| Participation rate | 45.7% | 72.4%-26.7pp | 76.5%-30.9pp | 67.7%-22.0pp |
| Annual return | 10.25% | 18.89%-8.6pp | 29.47%-19.2pp | 35.67%-25.4pp |
| Employer contribution / active EE | $887 | $2,370-62.6% | $3,025-70.7% | $2,757-67.8% |
| Participant deferral / active EE | $3,003 | $4,121-27.1% | $5,056-40.6% | $4,300-30.2% |
| Admin fee / account holder | $20,658 | $8,048+156.7% | $9,460+118.4% | $6,925+198.3% |