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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 | $76,833 | $80,763-4.9% | $102,412-25.0% | $74,459+3.2% |
| Participation rate | 41.5% | 65.7%-24.2pp | 74.5%-33.0pp | 67.2%-25.7pp |
| Annual return | 9.95% | 27.57%-17.6pp | 24.94%-15.0pp | 1369.70%-1359.8pp |
| Employer contribution / active EE | $1,532 | $3,160-51.5% | $3,870-60.4% | $2,626-41.6% |
| Participant deferral / active EE | $2,982 | $3,862-22.8% | $5,060-41.1% | $4,350-31.4% |
| Admin fee / account holder | $6,417 | $2,371+170.6% | $8,388-23.5% | $1,945+230.0% |