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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 | $93,684 | $93,589+0.1% | $135,942-31.1% | $75,181+24.6% |
| Participation rate | 52.8% | 75.2%-22.4pp | 81.9%-29.1pp | 67.2%-14.4pp |
| Annual return | 12.25% | 30.90%-18.7pp | 68.28%-56.0pp | 160.69%-148.4pp |
| Employer contribution / active EE | $3,186 | $3,537-9.9% | $4,858-34.4% | $2,671+19.3% |
| Participant deferral / active EE | $4,521 | $6,405-29.4% | $7,759-41.7% | $4,126+9.6% |
| Admin fee / account holder | $1,951 | $6,977-72.0% | $10,764-81.9% | $5,650-65.5% |