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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 | $94,481 | $105,284-10.3% | $150,734-37.3% | $94,015+0.5% |
| Participation rate | 60.6% | 71.7%-11.2pp | 78.4%-17.9pp | 70.8%-10.3pp |
| Annual return | 9.00% | 15.67%-6.7pp | 600.81%-591.8pp | 17.84%-8.8pp |
| Employer contribution / active EE | $2,559 | $3,599-28.9% | $4,918-48.0% | $2,790-8.3% |
| Participant deferral / active EE | $5,160 | $4,274+20.7% | $5,610-8.0% | $4,249+21.4% |
| Admin fee / account holder | $14,157 | $9,839+43.9% | $14,905-5.0% | $8,951+58.2% |