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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 | $84,205 | $98,776-14.8% | $149,745-43.8% | $79,856+5.4% |
| Participation rate | 59.3% | 75.8%-16.5pp | 82.5%-23.2pp | 69.6%-10.4pp |
| Annual return | 7.86% | 27.38%-19.5pp | 276.72%-268.9pp | 31.71%-23.9pp |
| Employer contribution / active EE | $2,697 | $3,217-16.2% | $4,646-41.9% | $2,471+9.1% |
| Participant deferral / active EE | $7,961 | $5,681+40.1% | $6,843+16.3% | $3,741+112.8% |
| Admin fee / account holder | $3,971 | $6,053-34.4% | $9,312-57.4% | $5,306-25.2% |