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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 | $105,247 | $86,922+21.1% | $102,438+2.7% | $80,874+30.1% |
| Participation rate | 47.3% | 72.4%-25.1pp | 76.5%-29.2pp | 67.6%-20.4pp |
| Annual return | 7.37% | 18.90%-11.5pp | 29.37%-22.0pp | 35.62%-28.2pp |
| Employer contribution / active EE | $1,544 | $2,369-34.9% | $3,024-48.9% | $2,756-44.0% |
| Participant deferral / active EE | $3,976 | $4,119-3.5% | $5,054-21.3% | $4,297-7.5% |
| Admin fee / account holder | $36,472 | $8,050+353.1% | $9,448+286.0% | $6,935+425.9% |