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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 | $104,323 | $138,393-24.6% | $184,256-43.4% | $80,959+28.9% |
| Participation rate | 39.4% | 83.9%-44.5pp | 86.8%-47.4pp | 67.7%-28.3pp |
| Annual return | 9.99% | 20.01%-10.0pp | 28.85%-18.9pp | 35.67%-25.7pp |
| Employer contribution / active EE | $4,196 | $4,847-13.4% | $6,427-34.7% | $2,757+52.2% |
| Participant deferral / active EE | $4,832 | $7,076-31.7% | $9,133-47.1% | $4,300+12.4% |
| Admin fee / account holder | $4,636 | $10,489-55.8% | $13,899-66.6% | $6,925-33.1% |