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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 | $99,875-7.0% | $146,866-36.7% | $86,983+6.8% |
| Participation rate | 60.5% | 75.8%-15.3pp | 82.5%-22.0pp | 69.5%-9.1pp |
| Annual return | 13.48% | 28.10%-14.6pp | 102.85%-89.4pp | 25.83%-12.4pp |
| Employer contribution / active EE | $2,861 | $3,224-11.3% | $4,425-35.3% | $2,584+10.7% |
| Participant deferral / active EE | $5,600 | $6,322-11.4% | $7,759-27.8% | $4,194+33.5% |
| Admin fee / account holder | $29,871 | $7,838+281.1% | $13,620+119.3% | $7,856+280.2% |