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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 | $92,975 | $90,400+2.8% | $186,193-50.1% | $87,485+6.3% |
| Participation rate | 63.6% | 66.2%-2.6pp | 77.1%-13.5pp | 68.9%-5.3pp |
| Annual return | 12.85% | 22.15%-9.3pp | 78.03%-65.2pp | 26.06%-13.2pp |
| Employer contribution / active EE | $1,128 | $2,170-48.0% | $3,918-71.2% | $2,596-56.5% |
| Participant deferral / active EE | $4,050 | $4,330-6.5% | $6,513-37.8% | $4,274-5.2% |
| Admin fee / account holder | $1,608 | $8,673-81.5% | $11,058-85.5% | $7,775-79.3% |