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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 | $99,403 | $123,478-19.5% | $216,567-54.1% | $94,015+5.7% |
| Participation rate | 68.0% | 75.1%-7.1pp | 81.6%-13.6pp | 70.8%-2.8pp |
| Annual return | 4.33% | 23.61%-19.3pp | 12.94%-8.6pp | 17.84%-13.5pp |
| Employer contribution / active EE | $1,600 | $3,136-49.0% | $5,216-69.3% | $2,790-42.7% |
| Participant deferral / active EE | $3,217 | $4,556-29.4% | $6,191-48.0% | $4,249-24.3% |
| Admin fee / account holder | $18,185 | $12,753+42.6% | $21,981-17.3% | $8,951+103.2% |