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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 | $43,749+104.9% | $158,223-43.3% | $65,306+37.3% |
| Participation rate | 41.2% | 56.9%-15.7pp | 79.2%-38.0pp | 57.7%-16.5pp |
| Annual return | 9.75% | 19.41%-9.7pp | 52.09%-42.3pp | 21.94%-12.2pp |
| Employer contribution / active EE | $980 | $1,497-34.5% | $4,109-76.1% | $1,967-50.2% |
| Participant deferral / active EE | $4,080 | $2,019+102.1% | $5,467-25.4% | $2,959+37.9% |
| Admin fee / account holder | $16,439 | $1,930+751.7% | $16,047+2.4% | $3,480+372.4% |