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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 | $108,825-8.2% | $156,181-36.0% | $82,448+21.2% |
| Participation rate | 42.9% | 72.4%-29.5pp | 78.8%-36.0pp | 68.1%-25.2pp |
| Annual return | 10.92% | 20.59%-9.7pp | 64.87%-54.0pp | 41.64%-30.7pp |
| Employer contribution / active EE | $1,180 | $2,870-58.9% | $4,294-72.5% | $2,551-53.7% |
| Participant deferral / active EE | $2,750 | $4,577-39.9% | $6,132-55.2% | $4,139-33.6% |
| Admin fee / account holder | $18,180 | $9,341+94.6% | $14,586+24.6% | $7,234+151.3% |