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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 | $96,461 | $64,462+49.6% | $81,482+18.4% | $80,911+19.2% |
| Participation rate | 43.3% | 63.9%-20.6pp | 69.5%-26.2pp | 67.6%-24.3pp |
| Annual return | 10.06% | 16.35%-6.3pp | 24.79%-14.7pp | 35.63%-25.6pp |
| Employer contribution / active EE | $1,372 | $1,979-30.6% | $2,463-44.3% | $2,756-50.2% |
| Participant deferral / active EE | $2,651 | $3,094-14.3% | $3,885-31.8% | $4,297-38.3% |
| Admin fee / account holder | $49,560 | $5,678+772.9% | $5,761+760.2% | $6,935+614.7% |