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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 | $107,589 | $79,894+34.7% | $135,792-20.8% | $82,637+30.2% |
| Participation rate | 39.2% | 63.0%-23.8pp | 72.6%-33.4pp | 68.1%-28.8pp |
| Annual return | 10.37% | 17.20%-6.8pp | 25.96%-15.6pp | 53.51%-43.1pp |
| Employer contribution / active EE | $754 | $2,165-65.2% | $3,496-78.4% | $2,552-70.5% |
| Participant deferral / active EE | $2,890 | $3,194-9.5% | $4,759-39.3% | $4,126-30.0% |
| Admin fee / account holder | $4,966 | $6,434-22.8% | $12,266-59.5% | $7,339-32.3% |