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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 | $79,700+23.6% | $153,500-35.8% | $74,429+32.4% |
| Participation rate | 42.8% | 69.8%-27.1pp | 77.1%-34.3pp | 67.2%-24.5pp |
| Annual return | 10.23% | 15.07%-4.8pp | 15.70%-5.5pp | 1368.38%-1358.2pp |
| Employer contribution / active EE | $1,220 | $4,016-69.6% | $5,039-75.8% | $2,625-53.5% |
| Participant deferral / active EE | $3,271 | $5,315-38.5% | $6,756-51.6% | $4,348-24.8% |
| Admin fee / account holder | $7,472 | $1,790+317.5% | $12,736-41.3% | $1,944+284.3% |