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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 | $73,787+24.2% | $98,716-7.2% | $82,448+11.1% |
| Participation rate | 50.8% | 61.4%-10.6pp | 69.3%-18.4pp | 68.1%-17.2pp |
| Annual return | 12.27% | 18.57%-6.3pp | 31.81%-19.5pp | 41.64%-29.4pp |
| Employer contribution / active EE | $1,430 | $1,511-5.3% | $2,279-37.2% | $2,551-43.9% |
| Participant deferral / active EE | $2,517 | $3,081-18.3% | $4,048-37.8% | $4,139-39.2% |
| Admin fee / account holder | $13,762 | $6,500+111.7% | $8,703+58.1% | $7,234+90.2% |