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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 | $86,973 | $68,868+26.3% | $183,328-52.6% | $67,986+27.9% |
| Participation rate | 27.4% | 57.0%-29.7pp | 77.3%-50.0pp | 57.2%-29.9pp |
| Annual return | 12.46% | 28.80%-16.3pp | 29.67%-17.2pp | 31.67%-19.2pp |
| Employer contribution / active EE | $895 | $2,917-69.3% | $5,055-82.3% | $2,019-55.7% |
| Participant deferral / active EE | $2,662 | $4,364-39.0% | $6,795-60.8% | $3,358-20.7% |
| Admin fee / account holder | $11,356 | $3,805+198.5% | $21,427-47.0% | $3,203+254.5% |