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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 | $95,689 | $138,386-30.9% | $184,260-48.1% | $80,935+18.2% |
| Participation rate | 66.1% | 83.9%-17.8pp | 86.8%-20.7pp | 67.7%-1.6pp |
| Annual return | 9.78% | 20.02%-10.2pp | 28.84%-19.1pp | 35.66%-25.9pp |
| Employer contribution / active EE | $2,996 | $4,851-38.2% | $6,427-53.4% | $2,757+8.7% |
| Participant deferral / active EE | $6,581 | $7,076-7.0% | $9,133-27.9% | $4,299+53.1% |
| Admin fee / account holder | $13,594 | $10,489+29.6% | $13,898-2.2% | $6,924+96.3% |