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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 | $98,792 | $93,617+5.5% | $135,982-27.3% | $75,177+31.4% |
| Participation rate | 55.4% | 75.2%-19.8pp | 81.9%-26.6pp | 67.2%-11.8pp |
| Annual return | 14.70% | 30.89%-16.2pp | 68.32%-53.6pp | 160.75%-146.0pp |
| Employer contribution / active EE | $2,354 | $3,538-33.5% | $4,859-51.6% | $2,671-11.9% |
| Participant deferral / active EE | $5,326 | $6,406-16.9% | $7,760-31.4% | $4,126+29.1% |
| Admin fee / account holder | $1,392 | $6,980-80.1% | $10,767-87.1% | $5,651-75.4% |