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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 | $113,931 | $123,478-7.7% | $216,567-47.4% | $94,015+21.2% |
| Participation rate | 57.7% | 75.1%-17.4pp | 81.6%-24.0pp | 70.8%-13.1pp |
| Annual return | 7.61% | 23.61%-16.0pp | 12.94%-5.3pp | 17.84%-10.2pp |
| Employer contribution / active EE | $1,604 | $3,136-48.9% | $5,216-69.3% | $2,790-42.5% |
| Participant deferral / active EE | $3,382 | $4,556-25.8% | $6,191-45.4% | $4,249-20.4% |
| Admin fee / account holder | $33,882 | $12,753+165.7% | $21,981+54.1% | $8,951+278.5% |