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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 | $87,835 | $62,672+40.2% | $185,117-52.6% | $70,126+25.3% |
| Participation rate | 46.7% | 63.8%-17.1pp | 77.3%-30.6pp | 69.5%-22.9pp |
| Annual return | 12.70% | 40.79%-28.1pp | 40.50%-27.8pp | 73.15%-60.4pp |
| Employer contribution / active EE | $942 | $1,753-46.3% | $4,182-77.5% | $2,343-59.8% |
| Participant deferral / active EE | $2,555 | $3,272-21.9% | $5,045-49.4% | $3,332-23.3% |
| Admin fee / account holder | $12,666 | $3,932+222.2% | $8,159+55.2% | $4,645+172.7% |