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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 | $91,346 | $106,749-14.4% | $145,433-37.2% | $82,448+10.8% |
| Participation rate | 67.9% | 75.6%-7.8pp | 82.1%-14.3pp | 68.1%-0.2pp |
| Annual return | 9.39% | 27.59%-18.2pp | 66.58%-57.2pp | 41.64%-32.3pp |
| Employer contribution / active EE | $1,170 | $3,444-66.0% | $4,554-74.3% | $2,551-54.2% |
| Participant deferral / active EE | $3,055 | $6,519-53.1% | $7,897-61.3% | $4,139-26.2% |
| Admin fee / account holder | $10,055 | $8,390+19.8% | $13,129-23.4% | $7,234+39.0% |