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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 | $91,993 | $106,749-13.8% | $145,433-36.7% | $82,448+11.6% |
| Participation rate | 31.3% | 75.6%-44.4pp | 82.1%-50.9pp | 68.1%-36.8pp |
| Annual return | 11.22% | 27.59%-16.4pp | 66.58%-55.4pp | 41.64%-30.4pp |
| Employer contribution / active EE | $1,194 | $3,444-65.3% | $4,554-73.8% | $2,551-53.2% |
| Participant deferral / active EE | $2,825 | $6,519-56.7% | $7,897-64.2% | $4,139-31.8% |
| Admin fee / account holder | $29,558 | $8,390+252.3% | $13,129+125.1% | $7,234+308.6% |