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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 | $80,674+23.5% | $119,126-16.3% | $64,340+54.9% |
| Participation rate | 42.0% | 55.2%-13.3pp | 75.8%-33.8pp | 55.2%-13.3pp |
| Annual return | 6.67% | 26.86%-20.2pp | 282.11%-275.4pp | 24.14%-17.5pp |
| Employer contribution / active EE | $1,964 | $2,564-23.4% | $4,034-51.3% | $1,862+5.5% |
| Participant deferral / active EE | $4,074 | $3,053+33.4% | $5,318-23.4% | $2,980+36.7% |
| Admin fee / account holder | $37,922 | $4,559+731.8% | $10,693+254.6% | $3,703+924.2% |