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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 | $85,083 | $108,825-21.8% | $156,181-45.5% | $82,448+3.2% |
| Participation rate | 59.7% | 72.4%-12.7pp | 78.8%-19.1pp | 68.1%-8.4pp |
| Annual return | 8.72% | 20.59%-11.9pp | 64.87%-56.2pp | 41.64%-32.9pp |
| Employer contribution / active EE | $1,162 | $2,870-59.5% | $4,294-72.9% | $2,551-54.4% |
| Participant deferral / active EE | $3,076 | $4,577-32.8% | $6,132-49.8% | $4,139-25.7% |
| Admin fee / account holder | $32,281 | $9,341+245.6% | $14,586+121.3% | $7,234+346.2% |