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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 | $98,545 | $79,779+23.5% | $153,741-35.9% | $74,478+32.3% |
| Participation rate | 42.8% | 69.9%-27.2pp | 77.1%-34.3pp | 67.2%-24.5pp |
| Annual return | 10.23% | 15.08%-4.8pp | 15.71%-5.5pp | 1370.56%-1360.3pp |
| Employer contribution / active EE | $1,220 | $4,026-69.7% | $5,042-75.8% | $2,626-53.6% |
| Participant deferral / active EE | $3,271 | $5,329-38.6% | $6,757-51.6% | $4,350-24.8% |
| Admin fee / account holder | $7,472 | $1,761+324.4% | $12,749-41.4% | $1,946+284.0% |