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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 | $88,251 | $101,798-13.3% | $165,071-46.5% | $80,935+9.0% |
| Participation rate | 69.2% | 71.8%-2.6pp | 78.6%-9.4pp | 67.7%+1.6pp |
| Annual return | 9.43% | 16.73%-7.3pp | 70.17%-60.7pp | 35.66%-26.2pp |
| Employer contribution / active EE | $2,221 | $2,954-24.8% | $4,347-48.9% | $2,757-19.4% |
| Participant deferral / active EE | $5,051 | $4,476+12.8% | $6,035-16.3% | $4,299+17.5% |
| Admin fee / account holder | $12,161 | $8,221+47.9% | $12,695-4.2% | $6,924+75.6% |