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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 | $97,982 | $25,014+291.7% | $69,632+40.7% | $80,959+21.0% |
| Participation rate | 55.8% | 64.2%-8.4pp | 66.4%-10.7pp | 67.7%-11.9pp |
| Annual return | 10.45% | 19.08%-8.6pp | 101.32%-90.9pp | 35.67%-25.2pp |
| Employer contribution / active EE | $1,229 | $991+24.0% | $1,708-28.1% | $2,757-55.4% |
| Participant deferral / active EE | $2,957 | $1,840+60.8% | $2,889+2.4% | $4,300-31.2% |
| Admin fee / account holder | $8,189 | $2,491+228.8% | $4,695+74.4% | $6,925+18.3% |