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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 | $102,772 | $89,367+15.0% | $141,191-27.2% | $72,975+40.8% |
| Participation rate | 46.2% | 75.1%-29.0pp | 82.5%-36.3pp | 69.5%-23.3pp |
| Annual return | 17.66% | 111.87%-94.2pp | 71.41%-53.7pp | 81.01%-63.4pp |
| Employer contribution / active EE | $877 | $3,115-71.8% | $4,736-81.5% | $2,440-64.1% |
| Participant deferral / active EE | $2,541 | $5,419-53.1% | $6,710-62.1% | $3,608-29.6% |
| Admin fee / account holder | $2,411 | $5,957-59.5% | $10,264-76.5% | $5,124-52.9% |