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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 | $88,240 | $78,015+13.1% | $178,505-50.6% | $80,959+9.0% |
| Participation rate | 50.0% | 65.7%-15.7pp | 77.1%-27.1pp | 67.7%-17.7pp |
| Annual return | 7.54% | 18.10%-10.6pp | 27.16%-19.6pp | 35.67%-28.1pp |
| Employer contribution / active EE | $1,021 | $2,281-55.3% | $3,955-74.2% | $2,757-63.0% |
| Participant deferral / active EE | $2,916 | $4,406-33.8% | $6,280-53.6% | $4,300-32.2% |
| Admin fee / account holder | $56,056 | $7,160+682.9% | $10,428+437.6% | $6,925+709.4% |