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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 | $93,217 | $46,877+98.9% | $122,354-23.8% | $70,126+32.9% |
| Participation rate | 50.0% | 58.2%-8.2pp | 71.6%-21.6pp | 69.5%-19.5pp |
| Annual return | 9.78% | 24.22%-14.4pp | 30.28%-20.5pp | 73.15%-63.4pp |
| Employer contribution / active EE | $1,339 | $1,288+3.9% | $4,051-67.0% | $2,343-42.9% |
| Participant deferral / active EE | $2,358 | $2,167+8.8% | $3,287-28.3% | $3,332-29.2% |
| Admin fee / account holder | $4,754 | $3,324+43.0% | $5,479-13.2% | $4,645+2.3% |