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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 | $112,929 | $115,931-2.6% | $185,441-39.1% | $86,983+29.8% |
| Participation rate | 58.3% | 73.6%-15.3pp | 80.3%-21.9pp | 69.5%-11.2pp |
| Annual return | 10.27% | 21.47%-11.2pp | 20.16%-9.9pp | 25.83%-15.6pp |
| Employer contribution / active EE | $1,778 | $2,937-39.5% | $4,672-62.0% | $2,584-31.2% |
| Participant deferral / active EE | $5,523 | $4,551+21.4% | $6,152-10.2% | $4,194+31.7% |
| Admin fee / account holder | $16,104 | $10,687+50.7% | $17,890-10.0% | $7,856+105.0% |