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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 | $112,252 | $99,345+13.0% | $84,753+32.4% | $273,972-59.0% |
| Participation rate | 42.9% | 80.7%-37.8pp | 76.6%-33.7pp | 83.0%-40.2pp |
| Annual return | -5.39% | 22.93%-28.3pp | 22.78%-28.2pp | 41.46%-46.8pp |
| Employer contribution / active EE | $1,204 | $4,214-71.4% | $3,574-66.3% | $4,869-75.3% |
| Participant deferral / active EE | $3,719 | $4,270-12.9% | $3,712+0.2% | $5,287-29.7% |
| Admin fee / account holder | $1,967 | $6,645-70.4% | $5,333-63.1% | $10,133-80.6% |