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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 | $110,372 | $49,657+122.3% | $93,063+18.6% | $67,986+62.3% |
| Participation rate | 47.2% | 49.9%-2.7pp | 72.1%-24.9pp | 57.2%-10.0pp |
| Annual return | 11.64% | 26.27%-14.6pp | 34.15%-22.5pp | 31.67%-20.0pp |
| Employer contribution / active EE | $743 | $1,279-41.9% | $2,476-70.0% | $2,019-63.2% |
| Participant deferral / active EE | $1,978 | $2,484-20.4% | $3,958-50.0% | $3,358-41.1% |
| Admin fee / account holder | $9,953 | $2,843+250.2% | $6,033+65.0% | $3,203+210.7% |