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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 | $81,276+10.4% | $155,574-42.3% | $80,925+10.8% |
| Participation rate | 33.3% | 66.2%-32.9pp | 78.2%-44.9pp | 67.7%-34.3pp |
| Annual return | 8.22% | 33.36%-25.1pp | 64.87%-56.6pp | 35.65%-27.4pp |
| Employer contribution / active EE | $1,793 | $3,103-42.2% | $4,676-61.7% | $2,756-35.0% |
| Participant deferral / active EE | $3,329 | $3,453-3.6% | $5,629-40.9% | $4,299-22.6% |
| Admin fee / account holder | $10,325 | $7,993+29.2% | $15,914-35.1% | $6,940+48.8% |