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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 | $101,375 | $93,598+8.3% | $135,974-25.4% | $75,173+34.9% |
| Participation rate | 65.7% | 75.2%-9.5pp | 81.9%-16.2pp | 67.2%-1.5pp |
| Annual return | 14.74% | 30.89%-16.2pp | 68.30%-53.6pp | 160.72%-146.0pp |
| Employer contribution / active EE | $2,044 | $3,538-42.2% | $4,859-57.9% | $2,671-23.5% |
| Participant deferral / active EE | $5,336 | $6,405-16.7% | $7,760-31.2% | $4,126+29.3% |
| Admin fee / account holder | $1,827 | $6,978-73.8% | $10,767-83.0% | $5,651-67.7% |