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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 | $89,951 | $106,749-15.7% | $145,433-38.1% | $82,448+9.1% |
| Participation rate | 66.7% | 75.6%-9.0pp | 82.1%-15.5pp | 68.1%-1.4pp |
| Annual return | 13.19% | 27.59%-14.4pp | 66.58%-53.4pp | 41.64%-28.5pp |
| Employer contribution / active EE | $2,245 | $3,444-34.8% | $4,554-50.7% | $2,551-12.0% |
| Participant deferral / active EE | $3,612 | $6,519-44.6% | $7,897-54.3% | $4,139-12.7% |
| Admin fee / account holder | $1,917 | $8,390-77.2% | $13,129-85.4% | $7,234-73.5% |