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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 | $97,939 | $81,446+20.3% | $103,374-5.3% | $80,874+21.1% |
| Participation rate | 50.6% | 66.9%-16.2pp | 74.5%-23.9pp | 67.6%-17.0pp |
| Annual return | 8.96% | 25.57%-16.6pp | 24.89%-15.9pp | 35.62%-26.7pp |
| Employer contribution / active EE | $2,289 | $3,107-26.3% | $3,869-40.8% | $2,756-16.9% |
| Participant deferral / active EE | $2,664 | $3,870-31.2% | $5,058-47.3% | $4,297-38.0% |
| Admin fee / account holder | $27,362 | $6,715+307.5% | $8,394+226.0% | $6,935+294.5% |