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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 | $95,364 | $68,852+38.5% | $120,524-20.9% | $80,925+17.8% |
| Participation rate | 54.5% | 61.6%-7.1pp | 71.9%-17.4pp | 67.7%-13.1pp |
| Annual return | 10.27% | 23.67%-13.4pp | 107.36%-97.1pp | 35.65%-25.4pp |
| Employer contribution / active EE | $1,499 | $2,063-27.3% | $3,469-56.8% | $2,756-45.6% |
| Participant deferral / active EE | $4,037 | $3,187+26.7% | $4,994-19.2% | $4,299-6.1% |
| Admin fee / account holder | $1,194 | $5,781-79.3% | $9,440-87.4% | $6,940-82.8% |