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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 | $99,705 | $81,358+22.6% | $155,556-35.9% | $80,959+23.2% |
| Participation rate | 51.7% | 66.3%-14.5pp | 78.2%-26.5pp | 67.7%-15.9pp |
| Annual return | 8.61% | 33.39%-24.8pp | 64.84%-56.2pp | 35.67%-27.1pp |
| Employer contribution / active EE | $424 | $3,106-86.4% | $4,675-90.9% | $2,757-84.6% |
| Participant deferral / active EE | $3,228 | $3,455-6.6% | $5,631-42.7% | $4,300-24.9% |
| Admin fee / account holder | $42,947 | $7,994+437.3% | $15,885+170.4% | $6,925+520.1% |