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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 | $89,425 | $78,690+13.6% | $161,489-44.6% | $87,485+2.2% |
| Participation rate | 46.2% | 67.5%-21.2pp | 78.7%-32.5pp | 68.9%-22.7pp |
| Annual return | 11.93% | 32.74%-20.8pp | 89.72%-77.8pp | 26.06%-14.1pp |
| Employer contribution / active EE | $995 | $2,588-61.6% | $4,268-76.7% | $2,596-61.7% |
| Participant deferral / active EE | $1,823 | $3,311-44.9% | $5,630-67.6% | $4,274-57.3% |
| Admin fee / account holder | $5,391 | $6,724-19.8% | $16,006-66.3% | $7,775-30.7% |