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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 | $91,222 | $36,948+146.9% | $73,658+23.8% | $87,485+4.3% |
| Participation rate | 26.2% | 46.8%-20.6pp | 57.0%-30.8pp | 68.9%-42.7pp |
| Annual return | 11.73% | 28.64%-16.9pp | 29.72%-18.0pp | 26.06%-14.3pp |
| Employer contribution / active EE | $1,044 | $670+55.9% | $1,032+1.2% | $2,596-59.8% |
| Participant deferral / active EE | $2,467 | $1,379+78.9% | $2,062+19.7% | $4,274-42.3% |
| Admin fee / account holder | $15,566 | $2,531+515.1% | $3,357+363.7% | $7,775+100.2% |