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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 | $106,042 | $117,846-10.0% | $102,434+3.5% | $145,884-27.3% |
| Participation rate | 68.2% | 78.6%-10.4pp | 76.5%-8.3pp | 80.3%-12.1pp |
| Annual return | 6.32% | 31.90%-25.6pp | 29.46%-23.1pp | 551.85%-545.5pp |
| Employer contribution / active EE | $2,242 | $3,615-38.0% | $3,023-25.8% | $4,662-51.9% |
| Participant deferral / active EE | $5,911 | $5,733+3.1% | $5,055+16.9% | $6,690-11.6% |
| Admin fee / account holder | $13,598 | $13,356+1.8% | $9,462+43.7% | $13,392+1.5% |