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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 | $91,633 | $74,535+22.9% | $100,712-9.0% | $82,637+10.9% |
| Participation rate | 50.8% | 61.2%-10.3pp | 69.3%-18.4pp | 68.1%-17.2pp |
| Annual return | 12.27% | 18.92%-6.7pp | 33.27%-21.0pp | 53.51%-41.2pp |
| Employer contribution / active EE | $1,430 | $1,503-4.8% | $2,313-38.2% | $2,552-44.0% |
| Participant deferral / active EE | $2,517 | $3,074-18.1% | $4,085-38.4% | $4,126-39.0% |
| Admin fee / account holder | $13,762 | $6,576+109.3% | $9,256+48.7% | $7,339+87.5% |