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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 | $96,086 | $78,690+22.1% | $161,489-40.5% | $87,485+9.8% |
| Participation rate | 34.8% | 67.5%-32.6pp | 78.7%-43.8pp | 68.9%-34.1pp |
| Annual return | 12.44% | 32.74%-20.3pp | 89.72%-77.3pp | 26.06%-13.6pp |
| Employer contribution / active EE | $3,518 | $2,588+35.9% | $4,268-17.6% | $2,596+35.5% |
| Participant deferral / active EE | $4,951 | $3,311+49.5% | $5,630-12.1% | $4,274+15.8% |
| Admin fee / account holder | $4,930 | $6,724-26.7% | $16,006-69.2% | $7,775-36.6% |