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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 | $93,714 | $106,749-12.2% | $145,433-35.6% | $82,448+13.7% |
| Participation rate | 58.5% | 75.6%-17.1pp | 82.1%-23.6pp | 68.1%-9.5pp |
| Annual return | 13.62% | 27.59%-14.0pp | 66.58%-53.0pp | 41.64%-28.0pp |
| Employer contribution / active EE | $1,688 | $3,444-51.0% | $4,554-62.9% | $2,551-33.8% |
| Participant deferral / active EE | $6,010 | $6,519-7.8% | $7,897-23.9% | $4,139+45.2% |
| Admin fee / account holder | $3,136 | $8,390-62.6% | $13,129-76.1% | $7,234-56.6% |