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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 | $93,669 | $86,940+7.7% | $102,434-8.6% | $80,935+15.7% |
| Participation rate | 47.7% | 72.4%-24.7pp | 76.5%-28.8pp | 67.7%-19.9pp |
| Annual return | 8.30% | 18.89%-10.6pp | 29.46%-21.2pp | 35.66%-27.4pp |
| Employer contribution / active EE | $1,373 | $2,370-42.1% | $3,023-54.6% | $2,757-50.2% |
| Participant deferral / active EE | $2,415 | $4,121-41.4% | $5,055-52.2% | $4,299-43.8% |
| Admin fee / account holder | $23,808 | $8,047+195.9% | $9,462+151.6% | $6,924+243.8% |