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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 | $84,073 | $138,393-39.3% | $184,256-54.4% | $80,959+3.8% |
| Participation rate | 67.1% | 83.9%-16.8pp | 86.8%-19.7pp | 67.7%-0.6pp |
| Annual return | 10.34% | 20.01%-9.7pp | 28.85%-18.5pp | 35.67%-25.3pp |
| Employer contribution / active EE | $1,870 | $4,847-61.4% | $6,427-70.9% | $2,757-32.2% |
| Participant deferral / active EE | $3,291 | $7,076-53.5% | $9,133-64.0% | $4,300-23.5% |
| Admin fee / account holder | $9,340 | $10,489-11.0% | $13,899-32.8% | $6,925+34.9% |