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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 | $89,702 | $81,358+10.3% | $155,556-42.3% | $80,959+10.8% |
| Participation rate | 33.3% | 66.3%-32.9pp | 78.2%-44.9pp | 67.7%-34.3pp |
| Annual return | 8.22% | 33.39%-25.2pp | 64.84%-56.6pp | 35.67%-27.4pp |
| Employer contribution / active EE | $1,793 | $3,106-42.3% | $4,675-61.7% | $2,757-35.0% |
| Participant deferral / active EE | $3,329 | $3,455-3.7% | $5,631-40.9% | $4,300-22.6% |
| Admin fee / account holder | $10,325 | $7,994+29.2% | $15,885-35.0% | $6,925+49.1% |