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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 | $96,591 | $79,449+21.6% | $189,575-49.0% | $85,847+12.5% |
| Participation rate | 53.4% | 66.0%-12.6pp | 78.4%-25.0pp | 69.3%-15.9pp |
| Annual return | 10.73% | 18.45%-7.7pp | 64.19%-53.5pp | 318.61%-307.9pp |
| Employer contribution / active EE | $1,106 | $2,081-46.8% | $4,412-74.9% | $2,565-56.9% |
| Participant deferral / active EE | $2,788 | $4,051-31.2% | $6,174-54.8% | $3,952-29.5% |
| Admin fee / account holder | $6,192 | $5,377+15.1% | $9,806-36.9% | $6,261-1.1% |