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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 | $93,208 | $97,550-4.5% | $120,344-22.5% | $87,485+6.5% |
| Participation rate | 43.3% | 72.8%-29.5pp | 76.7%-33.4pp | 68.9%-25.6pp |
| Annual return | 9.34% | 18.41%-9.1pp | 20.30%-11.0pp | 26.06%-16.7pp |
| Employer contribution / active EE | $1,116 | $2,291-51.3% | $3,020-63.1% | $2,596-57.0% |
| Participant deferral / active EE | $3,746 | $4,230-11.4% | $5,135-27.1% | $4,274-12.4% |
| Admin fee / account holder | $26,454 | $9,543+177.2% | $12,742+107.6% | $7,775+240.2% |