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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 | $79,246 | $88,360-10.3% | $145,433-45.5% | $67,986+16.6% |
| Participation rate | 55.3% | 65.5%-10.2pp | 82.1%-26.9pp | 57.2%-1.9pp |
| Annual return | 13.43% | 63.15%-49.7pp | 66.58%-53.1pp | 31.67%-18.2pp |
| Employer contribution / active EE | $1,582 | $3,054-48.2% | $4,554-65.3% | $2,019-21.6% |
| Participant deferral / active EE | $9,429 | $5,932+58.9% | $7,897+19.4% | $3,358+180.8% |
| Admin fee / account holder | $39,132 | $3,313+1081.1% | $13,129+198.1% | $3,203+1121.7% |