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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 | $114,712-10.1% | $173,730-40.6% | $87,485+17.9% |
| Participation rate | 60.5% | 73.0%-12.5pp | 79.6%-19.0pp | 68.9%-8.4pp |
| Annual return | 10.63% | 20.18%-9.6pp | 19.96%-9.3pp | 26.06%-15.4pp |
| Employer contribution / active EE | $1,542 | $2,904-46.9% | $4,577-66.3% | $2,596-40.6% |
| Participant deferral / active EE | $2,755 | $4,642-40.6% | $6,326-56.4% | $4,274-35.5% |
| Admin fee / account holder | $1,115 | $10,210-89.1% | $17,523-93.6% | $7,775-85.7% |