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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 | $105,918 | $114,712-7.7% | $173,730-39.0% | $87,485+21.1% |
| Participation rate | 62.8% | 73.0%-10.2pp | 79.6%-16.8pp | 68.9%-6.1pp |
| Annual return | 11.31% | 20.18%-8.9pp | 19.96%-8.6pp | 26.06%-14.8pp |
| Employer contribution / active EE | $1,710 | $2,904-41.1% | $4,577-62.6% | $2,596-34.1% |
| Participant deferral / active EE | $3,478 | $4,642-25.1% | $6,326-45.0% | $4,274-18.6% |
| Admin fee / account holder | $948 | $10,210-90.7% | $17,523-94.6% | $7,775-87.8% |