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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 | $85,092 | $77,896+9.2% | $134,172-36.6% | $82,448+3.2% |
| Participation rate | 45.2% | 62.8%-17.6pp | 72.5%-27.3pp | 68.1%-22.9pp |
| Annual return | 11.30% | 18.21%-6.9pp | 25.30%-14.0pp | 41.64%-30.3pp |
| Employer contribution / active EE | $721 | $2,159-66.6% | $3,420-78.9% | $2,551-71.7% |
| Participant deferral / active EE | $3,048 | $3,162-3.6% | $4,690-35.0% | $4,139-26.4% |
| Admin fee / account holder | $10,518 | $6,336+66.0% | $12,016-12.5% | $7,234+45.4% |