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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 | $102,436 | $104,098-1.6% | $140,514-27.1% | $94,015+9.0% |
| Participation rate | 53.3% | 73.7%-20.4pp | 77.8%-24.5pp | 70.8%-17.5pp |
| Annual return | 9.86% | 15.14%-5.3pp | 14.36%-4.5pp | 17.84%-8.0pp |
| Employer contribution / active EE | $1,120 | $2,388-53.1% | $3,378-66.9% | $2,790-59.9% |
| Participant deferral / active EE | $2,118 | $4,033-47.5% | $4,919-56.9% | $4,249-50.2% |
| Admin fee / account holder | $8,808 | $10,439-15.6% | $13,697-35.7% | $8,951-1.6% |