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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 | $96,511 | $81,276+18.7% | $155,574-38.0% | $80,925+19.3% |
| Participation rate | 41.4% | 66.2%-24.9pp | 78.2%-36.8pp | 67.7%-26.3pp |
| Annual return | 9.32% | 33.36%-24.0pp | 64.87%-55.5pp | 35.65%-26.3pp |
| Employer contribution / active EE | $1,024 | $3,103-67.0% | $4,676-78.1% | $2,756-62.8% |
| Participant deferral / active EE | $2,124 | $3,453-38.5% | $5,629-62.3% | $4,299-50.6% |
| Admin fee / account holder | $42,276 | $7,993+428.9% | $15,914+165.6% | $6,940+509.2% |