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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 | $115,931-14.3% | $185,441-46.4% | $86,983+14.3% |
| Participation rate | 68.0% | 73.6%-5.6pp | 80.3%-12.3pp | 69.5%-1.5pp |
| Annual return | 4.33% | 21.47%-17.1pp | 20.16%-15.8pp | 25.83%-21.5pp |
| Employer contribution / active EE | $1,600 | $2,937-45.5% | $4,672-65.8% | $2,584-38.1% |
| Participant deferral / active EE | $3,217 | $4,551-29.3% | $6,152-47.7% | $4,194-23.3% |
| Admin fee / account holder | $18,185 | $10,687+70.2% | $17,890+1.7% | $7,856+131.5% |