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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 | $84,357 | $49,024+72.1% | $112,860-25.3% | $87,485-3.6% |
| Participation rate | 36.7% | 62.2%-25.4pp | 66.3%-29.6pp | 68.9%-32.2pp |
| Annual return | 6.61% | 43.86%-37.3pp | 35.26%-28.6pp | 26.06%-19.5pp |
| Employer contribution / active EE | $1,229 | $1,290-4.7% | $2,206-44.3% | $2,596-52.7% |
| Participant deferral / active EE | $2,279 | $2,209+3.2% | $3,493-34.8% | $4,274-46.7% |
| Admin fee / account holder | $13,071 | $6,266+108.6% | $6,841+91.1% | $7,775+68.1% |