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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 | $99,894 | $114,712-12.9% | $173,730-42.5% | $87,485+14.2% |
| Participation rate | 42.9% | 73.0%-30.1pp | 79.6%-36.7pp | 68.9%-26.1pp |
| Annual return | 10.92% | 20.18%-9.3pp | 19.96%-9.0pp | 26.06%-15.1pp |
| Employer contribution / active EE | $1,180 | $2,904-59.4% | $4,577-74.2% | $2,596-54.5% |
| Participant deferral / active EE | $2,750 | $4,642-40.8% | $6,326-56.5% | $4,274-35.7% |
| Admin fee / account holder | $18,180 | $10,210+78.1% | $17,523+3.7% | $7,775+133.8% |