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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 | $89,639 | $46,688+92.0% | $189,758-52.8% | $69,733+28.5% |
| Participation rate | 41.2% | 61.7%-20.5pp | 79.8%-38.6pp | 62.5%-21.3pp |
| Annual return | 9.75% | 14.35%-4.6pp | 52.62%-42.9pp | 15.22%-5.5pp |
| Employer contribution / active EE | $980 | $1,695-42.2% | $4,767-79.4% | $2,250-56.4% |
| Participant deferral / active EE | $4,080 | $2,143+90.4% | $5,856-30.3% | $3,054+33.6% |
| Admin fee / account holder | $16,439 | $1,700+866.8% | $20,388-19.4% | $3,102+430.0% |