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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 | $97,679 | $93,055+5.0% | $153,741-36.5% | $80,959+20.7% |
| Participation rate | 47.5% | 69.0%-21.4pp | 77.1%-29.6pp | 67.7%-20.1pp |
| Annual return | 10.73% | 19.97%-9.2pp | 15.71%-5.0pp | 35.67%-24.9pp |
| Employer contribution / active EE | $1,662 | $3,504-52.6% | $5,042-67.0% | $2,757-39.7% |
| Participant deferral / active EE | $3,532 | $5,172-31.7% | $6,757-47.7% | $4,300-17.9% |
| Admin fee / account holder | $3,398 | $8,881-61.7% | $12,749-73.3% | $6,925-50.9% |