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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 | $104,280 | $109,359-4.6% | $162,171-35.7% | $72,983+42.9% |
| Participation rate | 35.3% | 84.3%-49.0pp | 87.6%-52.3pp | 69.5%-34.2pp |
| Annual return | 16.78% | 25.46%-8.7pp | 115.60%-98.8pp | 81.01%-64.2pp |
| Employer contribution / active EE | $1,411 | $3,907-63.9% | $5,613-74.9% | $2,440-42.2% |
| Participant deferral / active EE | $2,783 | $5,481-49.2% | $7,297-61.9% | $3,608-22.8% |
| Admin fee / account holder | $6,943 | $7,972-12.9% | $10,843-36.0% | $5,124+35.5% |