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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 | $93,105 | $93,617-0.5% | $135,982-31.5% | $75,177+23.8% |
| Participation rate | 66.7% | 75.2%-8.5pp | 81.9%-15.3pp | 67.2%-0.5pp |
| Annual return | 15.10% | 30.89%-15.8pp | 68.32%-53.2pp | 160.75%-145.7pp |
| Employer contribution / active EE | $2,202 | $3,538-37.8% | $4,859-54.7% | $2,671-17.6% |
| Participant deferral / active EE | $4,115 | $6,406-35.8% | $7,760-47.0% | $4,126-0.3% |
| Admin fee / account holder | $3,571 | $6,980-48.8% | $10,767-66.8% | $5,651-36.8% |