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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 | $84,613 | $70,430+20.1% | $96,572-12.4% | $85,851-1.4% |
| Participation rate | 45.5% | 61.8%-16.4pp | 69.8%-24.4pp | 69.3%-23.9pp |
| Annual return | 9.99% | 18.58%-8.6pp | 37.79%-27.8pp | 318.63%-308.6pp |
| Employer contribution / active EE | $1,937 | $1,413+37.0% | $2,357-17.9% | $2,565-24.5% |
| Participant deferral / active EE | $4,231 | $2,894+46.2% | $3,850+9.9% | $3,952+7.1% |
| Admin fee / account holder | $18,964 | $4,996+279.6% | $6,183+206.7% | $6,261+202.9% |