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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 | $103,099 | $78,015+32.2% | $178,505-42.2% | $80,959+27.3% |
| Participation rate | 41.4% | 65.7%-24.3pp | 77.1%-35.7pp | 67.7%-26.3pp |
| Annual return | 7.11% | 18.10%-11.0pp | 27.16%-20.1pp | 35.67%-28.6pp |
| Employer contribution / active EE | $1,335 | $2,281-41.5% | $3,955-66.2% | $2,757-51.6% |
| Participant deferral / active EE | $3,063 | $4,406-30.5% | $6,280-51.2% | $4,300-28.8% |
| Admin fee / account holder | $1,512 | $7,160-78.9% | $10,428-85.5% | $6,925-78.2% |