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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 | $98,891 | $71,526+38.3% | $98,450+0.4% | $71,495+38.3% |
| Participation rate | 43.6% | 72.7%-29.2pp | 75.2%-31.6pp | 67.9%-24.4pp |
| Annual return | 12.66% | 32.42%-19.8pp | 21.16%-8.5pp | 28.85%-16.2pp |
| Employer contribution / active EE | $1,496 | $2,400-37.6% | $3,049-50.9% | $2,589-42.2% |
| Participant deferral / active EE | $5,072 | $4,110+23.4% | $4,739+7.0% | $4,291+18.2% |
| Admin fee / account holder | $20,651 | $1,675+1132.8% | $8,961+130.4% | $1,588+1200.7% |