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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 | $90,235 | $72,137+25.1% | $142,460-36.7% | $71,495+26.2% |
| Participation rate | 55.3% | 71.7%-16.4pp | 76.8%-21.5pp | 67.9%-12.6pp |
| Annual return | 13.21% | 21.15%-7.9pp | 19.99%-6.8pp | 28.85%-15.6pp |
| Employer contribution / active EE | $1,348 | $3,793-64.5% | $4,847-72.2% | $2,589-47.9% |
| Participant deferral / active EE | $3,834 | $5,280-27.4% | $6,283-39.0% | $4,291-10.6% |
| Admin fee / account holder | $11,717 | $1,433+717.6% | $10,011+17.0% | $1,588+638.0% |