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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 | $107,320 | $81,331+32.0% | $155,534-31.0% | $80,935+32.6% |
| Participation rate | 52.0% | 66.3%-14.3pp | 78.2%-26.2pp | 67.7%-15.7pp |
| Annual return | 8.73% | 33.37%-24.6pp | 64.92%-56.2pp | 35.66%-26.9pp |
| Employer contribution / active EE | $710 | $3,105-77.1% | $4,675-84.8% | $2,757-74.2% |
| Participant deferral / active EE | $2,279 | $3,454-34.0% | $5,630-59.5% | $4,299-47.0% |
| Admin fee / account holder | $20,123 | $7,999+151.6% | $15,900+26.6% | $6,924+190.6% |