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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 | $98,744 | $101,302-2.5% | $149,600-34.0% | $82,637+19.5% |
| Participation rate | 62.5% | 72.5%-10.0pp | 77.2%-14.7pp | 68.1%-5.6pp |
| Annual return | 13.30% | 21.39%-8.1pp | 129.59%-116.3pp | 53.51%-40.2pp |
| Employer contribution / active EE | $1,778 | $3,099-42.6% | $4,193-57.6% | $2,552-30.4% |
| Participant deferral / active EE | $5,655 | $5,589+1.2% | $7,203-21.5% | $4,126+37.0% |
| Admin fee / account holder | $31,279 | $8,449+270.2% | $13,963+124.0% | $7,339+326.2% |