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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 | $92,529 | $86,919+6.5% | $102,457-9.7% | $80,911+14.4% |
| Participation rate | 50.0% | 72.4%-22.4pp | 76.5%-26.5pp | 67.6%-17.6pp |
| Annual return | 10.15% | 18.90%-8.8pp | 29.41%-19.3pp | 35.63%-25.5pp |
| Employer contribution / active EE | $1,200 | $2,368-49.3% | $3,022-60.3% | $2,756-56.4% |
| Participant deferral / active EE | $1,951 | $4,119-52.6% | $5,054-61.4% | $4,297-54.6% |
| Admin fee / account holder | $33,264 | $8,049+313.3% | $9,451+251.9% | $6,935+379.7% |