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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 | $145,431-27.0% | $211,142-49.7% | $87,485+21.4% |
| Participation rate | 68.2% | 84.7%-16.6pp | 87.3%-19.1pp | 68.9%-0.7pp |
| Annual return | 10.02% | 27.21%-17.2pp | 46.84%-36.8pp | 26.06%-16.0pp |
| Employer contribution / active EE | $2,331 | $4,662-50.0% | $6,442-63.8% | $2,596-10.2% |
| Participant deferral / active EE | $4,845 | $6,859-29.4% | $9,284-47.8% | $4,274+13.4% |
| Admin fee / account holder | $2,275 | $17,052-86.7% | $19,076-88.1% | $7,775-70.7% |