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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 | $96,480 | $93,589+3.1% | $135,942-29.0% | $75,181+28.3% |
| Participation rate | 65.0% | 75.2%-10.2pp | 81.9%-16.9pp | 67.2%-2.2pp |
| Annual return | 13.61% | 30.90%-17.3pp | 68.28%-54.7pp | 160.69%-147.1pp |
| Employer contribution / active EE | $2,022 | $3,537-42.8% | $4,858-58.4% | $2,671-24.3% |
| Participant deferral / active EE | $4,366 | $6,405-31.8% | $7,759-43.7% | $4,126+5.8% |
| Admin fee / account holder | $1,612 | $6,977-76.9% | $10,764-85.0% | $5,650-71.5% |