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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 | $106,524-15.6% | $152,301-40.9% | $87,485+2.8% |
| Participation rate | 66.7% | 75.8%-9.1pp | 82.4%-15.8pp | 68.9%-2.3pp |
| Annual return | 13.19% | 26.89%-13.7pp | 80.50%-67.3pp | 26.06%-12.9pp |
| Employer contribution / active EE | $2,245 | $3,371-33.4% | $4,624-51.4% | $2,596-13.5% |
| Participant deferral / active EE | $3,612 | $6,525-44.6% | $8,004-54.9% | $4,274-15.5% |
| Admin fee / account holder | $1,917 | $8,287-76.9% | $14,398-86.7% | $7,775-75.3% |