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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 | $115,931-13.8% | $185,441-46.1% | $86,983+14.8% |
| Participation rate | 42.9% | 73.6%-30.8pp | 80.3%-37.4pp | 69.5%-26.7pp |
| Annual return | 10.92% | 21.47%-10.6pp | 20.16%-9.2pp | 25.83%-14.9pp |
| Employer contribution / active EE | $1,180 | $2,937-59.8% | $4,672-74.7% | $2,584-54.3% |
| Participant deferral / active EE | $2,750 | $4,551-39.6% | $6,152-55.3% | $4,194-34.4% |
| Admin fee / account holder | $18,180 | $10,687+70.1% | $17,890+1.6% | $7,856+131.4% |