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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 | $99,672 | $90,170+10.5% | $150,734-33.9% | $69,733+42.9% |
| Participation rate | 42.0% | 60.2%-18.3pp | 78.4%-36.5pp | 62.5%-20.5pp |
| Annual return | 6.67% | 16.56%-9.9pp | 600.81%-594.1pp | 15.22%-8.6pp |
| Employer contribution / active EE | $1,964 | $3,428-42.7% | $4,918-60.1% | $2,250-12.7% |
| Participant deferral / active EE | $4,074 | $3,086+32.0% | $5,610-27.4% | $3,054+33.4% |
| Admin fee / account holder | $37,922 | $4,600+724.4% | $14,905+154.4% | $3,102+1122.5% |