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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 | $95,709 | $104,251-8.2% | $91,004+5.2% | $147,586-35.2% |
| Participation rate | 15.8% | 78.2%-62.5pp | 75.6%-59.8pp | 82.8%-67.0pp |
| Annual return | 6.79% | 27.06%-20.3pp | 4.60%+2.2pp | 578.59%-571.8pp |
| Employer contribution / active EE | $1,155 | $3,116-62.9% | $2,456-53.0% | $4,876-76.3% |
| Participant deferral / active EE | $2,670 | $4,195-36.3% | $3,548-24.7% | $5,439-50.9% |
| Admin fee / account holder | $1,057 | $8,948-88.2% | $5,417-80.5% | $10,886-90.3% |