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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 | $99,464 | $101,302-1.8% | $149,600-33.5% | $82,637+20.4% |
| Participation rate | 67.6% | 72.5%-4.9pp | 77.2%-9.5pp | 68.1%-0.4pp |
| Annual return | 8.97% | 21.39%-12.4pp | 129.59%-120.6pp | 53.51%-44.5pp |
| Employer contribution / active EE | $1,138 | $3,099-63.3% | $4,193-72.9% | $2,552-55.4% |
| Participant deferral / active EE | $3,052 | $5,589-45.4% | $7,203-57.6% | $4,126-26.0% |
| Admin fee / account holder | $24,439 | $8,449+189.3% | $13,963+75.0% | $7,339+233.0% |