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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 | $92,906 | $106,524-12.8% | $152,301-39.0% | $87,485+6.2% |
| Participation rate | 60.5% | 75.8%-15.3pp | 82.4%-22.0pp | 68.9%-8.5pp |
| Annual return | 13.48% | 26.89%-13.4pp | 80.50%-67.0pp | 26.06%-12.6pp |
| Employer contribution / active EE | $2,861 | $3,371-15.1% | $4,624-38.1% | $2,596+10.2% |
| Participant deferral / active EE | $5,600 | $6,525-14.2% | $8,004-30.0% | $4,274+31.0% |
| Admin fee / account holder | $29,871 | $8,287+260.5% | $14,398+107.5% | $7,775+284.2% |