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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 | $90,433 | $79,955+13.1% | $98,461-8.2% | $75,173+20.3% |
| Participation rate | 38.2% | 70.4%-32.2pp | 75.2%-37.0pp | 67.2%-29.0pp |
| Annual return | 7.26% | 19.75%-12.5pp | 21.17%-13.9pp | 160.72%-153.5pp |
| Employer contribution / active EE | $1,241 | $2,264-45.2% | $3,049-59.3% | $2,671-53.5% |
| Participant deferral / active EE | $2,081 | $3,752-44.5% | $4,738-56.1% | $4,126-49.6% |
| Admin fee / account holder | $16,240 | $6,841+137.4% | $8,961+81.2% | $5,651+187.4% |