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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 | $81,276+22.7% | $155,574-35.9% | $80,925+23.2% |
| Participation rate | 51.7% | 66.2%-14.5pp | 78.2%-26.5pp | 67.7%-15.9pp |
| Annual return | 8.61% | 33.36%-24.8pp | 64.87%-56.3pp | 35.65%-27.0pp |
| Employer contribution / active EE | $424 | $3,103-86.3% | $4,676-90.9% | $2,756-84.6% |
| Participant deferral / active EE | $3,228 | $3,453-6.5% | $5,629-42.7% | $4,299-24.9% |
| Admin fee / account holder | $42,947 | $7,993+437.3% | $15,914+169.9% | $6,940+518.8% |