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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 | $97,024 | $67,894+42.9% | $89,340+8.6% | $82,448+17.7% |
| Participation rate | 23.4% | 64.0%-40.6pp | 69.6%-46.2pp | 68.1%-44.7pp |
| Annual return | 9.02% | 19.21%-10.2pp | 20.57%-11.6pp | 41.64%-32.6pp |
| Employer contribution / active EE | $1,082 | $1,828-40.8% | $2,231-51.5% | $2,551-57.6% |
| Participant deferral / active EE | $1,944 | $3,072-36.7% | $3,823-49.2% | $4,139-53.0% |
| Admin fee / account holder | $89,456 | $5,723+1463.1% | $6,704+1234.4% | $7,234+1136.5% |