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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 | $120,934 | $115,931+4.3% | $185,441-34.8% | $86,983+39.0% |
| Participation rate | 65.2% | 73.6%-8.5pp | 80.3%-15.1pp | 69.5%-4.4pp |
| Annual return | 5.59% | 21.47%-15.9pp | 20.16%-14.6pp | 25.83%-20.2pp |
| Employer contribution / active EE | $1,543 | $2,937-47.5% | $4,672-67.0% | $2,584-40.3% |
| Participant deferral / active EE | $5,527 | $4,551+21.4% | $6,152-10.2% | $4,194+31.8% |
| Admin fee / account holder | $4,568 | $10,687-57.3% | $17,890-74.5% | $7,856-41.9% |