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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 | $103,152 | $108,825-5.2% | $156,181-34.0% | $82,448+25.1% |
| Participation rate | 60.5% | 72.4%-11.8pp | 78.8%-18.3pp | 68.1%-7.5pp |
| Annual return | 10.63% | 20.59%-10.0pp | 64.87%-54.2pp | 41.64%-31.0pp |
| Employer contribution / active EE | $1,542 | $2,870-46.3% | $4,294-64.1% | $2,551-39.5% |
| Participant deferral / active EE | $2,755 | $4,577-39.8% | $6,132-55.1% | $4,139-33.4% |
| Admin fee / account holder | $1,115 | $9,341-88.1% | $14,586-92.4% | $7,234-84.6% |