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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 | $89,712 | $110,137-18.5% | $161,149-44.3% | $82,637+8.6% |
| Participation rate | 61.1% | 72.4%-11.2pp | 78.8%-17.7pp | 68.1%-6.9pp |
| Annual return | 5.20% | 20.69%-15.5pp | 21.16%-16.0pp | 53.51%-48.3pp |
| Employer contribution / active EE | $1,511 | $2,856-47.1% | $4,360-65.3% | $2,552-40.8% |
| Participant deferral / active EE | $3,753 | $4,575-18.0% | $6,153-39.0% | $4,126-9.0% |
| Admin fee / account holder | $91,435 | $9,467+865.9% | $15,194+501.8% | $7,339+1145.9% |