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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 | $106,223 | $142,972-25.7% | $214,702-50.5% | $86,983+22.1% |
| Participation rate | 68.2% | 84.9%-16.7pp | 87.5%-19.3pp | 69.5%-1.4pp |
| Annual return | 10.02% | 18.49%-8.5pp | 54.55%-44.5pp | 25.83%-15.8pp |
| Employer contribution / active EE | $2,331 | $4,635-49.7% | $6,461-63.9% | $2,584-9.8% |
| Participant deferral / active EE | $4,845 | $6,568-26.2% | $9,147-47.0% | $4,194+15.5% |
| Admin fee / account holder | $2,275 | $17,617-87.1% | $19,830-88.5% | $7,856-71.0% |