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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 | $85,405 | $99,633-14.3% | $183,328-53.4% | $82,448+3.6% |
| Participation rate | 66.0% | 70.8%-4.8pp | 77.3%-11.4pp | 68.1%-2.1pp |
| Annual return | 11.39% | 17.84%-6.5pp | 29.67%-18.3pp | 41.64%-30.2pp |
| Employer contribution / active EE | $1,796 | $3,256-44.8% | $5,055-64.5% | $2,551-29.6% |
| Participant deferral / active EE | $4,916 | $4,938-0.5% | $6,795-27.7% | $4,139+18.8% |
| Admin fee / account holder | $13,951 | $9,934+40.4% | $21,427-34.9% | $7,234+92.8% |