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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 | $123,272 | $123,793-0.4% | $177,840-30.7% | $79,852+54.4% |
| Participation rate | 65.4% | 84.7%-19.3pp | 87.7%-22.3pp | 69.6%-4.3pp |
| Annual return | 2.23% | 22.82%-20.6pp | 48.32%-46.1pp | 31.72%-29.5pp |
| Employer contribution / active EE | $1,269 | $4,095-69.0% | $5,919-78.6% | $2,471-48.6% |
| Participant deferral / active EE | $3,028 | $5,956-49.2% | $7,714-60.7% | $3,740-19.1% |
| Admin fee / account holder | $2,162 | $7,243-70.1% | $12,431-82.6% | $5,306-59.3% |