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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 | $89,135 | $88,360+0.9% | $145,433-38.7% | $67,986+31.1% |
| Participation rate | 44.6% | 65.5%-20.8pp | 82.1%-37.5pp | 57.2%-12.6pp |
| Annual return | 12.01% | 63.15%-51.1pp | 66.58%-54.6pp | 31.67%-19.7pp |
| Employer contribution / active EE | $1,062 | $3,054-65.2% | $4,554-76.7% | $2,019-47.4% |
| Participant deferral / active EE | $1,894 | $5,932-68.1% | $7,897-76.0% | $3,358-43.6% |
| Admin fee / account holder | $1,719 | $3,313-48.1% | $13,129-86.9% | $3,203-46.3% |