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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 | $83,634 | $61,390+36.2% | $112,228-25.5% | $75,177+11.2% |
| Participation rate | 42.0% | 61.6%-19.6pp | 72.4%-30.4pp | 67.2%-25.2pp |
| Annual return | 10.41% | 28.47%-18.1pp | 30.23%-19.8pp | 160.75%-150.3pp |
| Employer contribution / active EE | $1,033 | $2,015-48.7% | $3,432-69.9% | $2,671-61.3% |
| Participant deferral / active EE | $2,685 | $3,108-13.6% | $4,800-44.1% | $4,126-34.9% |
| Admin fee / account holder | $449 | $4,862-90.8% | $7,752-94.2% | $5,651-92.1% |