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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 | $86,938+21.1% | $102,423+2.8% | $80,925+30.1% |
| Participation rate | 47.3% | 72.4%-25.1pp | 76.5%-29.2pp | 67.7%-20.4pp |
| Annual return | 7.37% | 18.89%-11.5pp | 29.42%-22.1pp | 35.65%-28.3pp |
| Employer contribution / active EE | $1,544 | $2,369-34.8% | $3,023-48.9% | $2,756-44.0% |
| Participant deferral / active EE | $3,976 | $4,120-3.5% | $5,054-21.3% | $4,299-7.5% |
| Admin fee / account holder | $36,472 | $8,053+352.9% | $9,455+285.8% | $6,940+425.5% |