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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 | $72,607+33.6% | $90,259+7.5% | $87,485+10.9% |
| Participation rate | 23.4% | 64.8%-41.4pp | 70.7%-47.3pp | 68.9%-45.5pp |
| Annual return | 9.02% | 18.59%-9.6pp | 18.88%-9.9pp | 26.06%-17.0pp |
| Employer contribution / active EE | $1,082 | $1,919-43.6% | $2,291-52.8% | $2,596-58.3% |
| Participant deferral / active EE | $1,944 | $3,055-36.4% | $3,827-49.2% | $4,274-54.5% |
| Admin fee / account holder | $89,456 | $5,947+1404.3% | $7,267+1131.0% | $7,775+1050.6% |