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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 | $69,273+40.1% | $90,796+6.9% | $82,637+17.4% |
| Participation rate | 23.4% | 64.0%-40.6pp | 69.5%-46.1pp | 68.1%-44.7pp |
| Annual return | 9.02% | 18.37%-9.3pp | 19.29%-10.3pp | 53.51%-44.5pp |
| Employer contribution / active EE | $1,082 | $1,865-42.0% | $2,294-52.8% | $2,552-57.6% |
| Participant deferral / active EE | $1,944 | $3,047-36.2% | $3,822-49.1% | $4,126-52.9% |
| Admin fee / account holder | $89,456 | $5,511+1523.3% | $7,024+1173.6% | $7,339+1118.9% |