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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 | $97,076 | $98,766-1.7% | $149,730-35.2% | $79,852+21.6% |
| Participation rate | 64.3% | 75.8%-11.5pp | 82.5%-18.2pp | 69.6%-5.4pp |
| Annual return | 6.24% | 27.43%-21.2pp | 276.70%-270.5pp | 31.72%-25.5pp |
| Employer contribution / active EE | $1,441 | $3,217-55.2% | $4,645-69.0% | $2,471-41.7% |
| Participant deferral / active EE | $5,434 | $5,681-4.3% | $6,843-20.6% | $3,740+45.3% |
| Admin fee / account holder | $1,755 | $6,052-71.0% | $9,310-81.1% | $5,306-66.9% |