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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 | $92,033 | $108,825-15.4% | $156,181-41.1% | $82,448+11.6% |
| Participation rate | 59.5% | 72.4%-12.9pp | 78.8%-19.4pp | 68.1%-8.6pp |
| Annual return | 11.09% | 20.59%-9.5pp | 64.87%-53.8pp | 41.64%-30.5pp |
| Employer contribution / active EE | $1,435 | $2,870-50.0% | $4,294-66.6% | $2,551-43.7% |
| Participant deferral / active EE | $5,015 | $4,577+9.6% | $6,132-18.2% | $4,139+21.2% |
| Admin fee / account holder | $14,879 | $9,341+59.3% | $14,586+2.0% | $7,234+105.7% |