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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 | $76,504 | $68,586+11.5% | $120,380-36.4% | $80,911-5.4% |
| Participation rate | 39.7% | 61.6%-21.8pp | 71.9%-32.2pp | 67.6%-27.9pp |
| Annual return | 7.29% | 23.62%-16.3pp | 107.28%-100.0pp | 35.63%-28.3pp |
| Employer contribution / active EE | $1,551 | $2,053-24.4% | $3,465-55.2% | $2,756-43.7% |
| Participant deferral / active EE | $2,152 | $3,174-32.2% | $4,992-56.9% | $4,297-49.9% |
| Admin fee / account holder | $17,041 | $5,733+197.2% | $9,421+80.9% | $6,935+145.7% |