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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 | $91,464 | $98,776-7.4% | $149,745-38.9% | $79,856+14.5% |
| Participation rate | 63.6% | 75.8%-12.2pp | 82.5%-18.8pp | 69.6%-6.0pp |
| Annual return | 11.81% | 27.38%-15.6pp | 276.72%-264.9pp | 31.71%-19.9pp |
| Employer contribution / active EE | $2,895 | $3,217-10.0% | $4,646-37.7% | $2,471+17.2% |
| Participant deferral / active EE | $4,311 | $5,681-24.1% | $6,843-37.0% | $3,741+15.3% |
| Admin fee / account holder | $507 | $6,053-91.6% | $9,312-94.6% | $5,306-90.4% |