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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 | $109,193 | $98,766+10.6% | $149,730-27.1% | $79,852+36.7% |
| Participation rate | 36.2% | 75.8%-39.6pp | 82.5%-46.3pp | 69.6%-33.4pp |
| Annual return | 8.28% | 27.43%-19.2pp | 276.70%-268.4pp | 31.72%-23.4pp |
| Employer contribution / active EE | $1,292 | $3,217-59.8% | $4,645-72.2% | $2,471-47.7% |
| Participant deferral / active EE | $2,766 | $5,681-51.3% | $6,843-59.6% | $3,740-26.0% |
| Admin fee / account holder | $1,307 | $6,052-78.4% | $9,310-86.0% | $5,306-75.4% |