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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 | $96,483 | $87,106+10.8% | $105,607-8.6% | $80,935+19.2% |
| Participation rate | 59.5% | 70.4%-11.0pp | 75.3%-15.8pp | 67.7%-8.2pp |
| Annual return | 10.11% | 17.01%-6.9pp | 116.11%-106.0pp | 35.66%-25.5pp |
| Employer contribution / active EE | $1,192 | $2,396-50.3% | $3,167-62.4% | $2,757-56.8% |
| Participant deferral / active EE | $2,198 | $3,986-44.9% | $5,011-56.1% | $4,299-48.9% |
| Admin fee / account holder | $2,547 | $8,447-69.9% | $10,958-76.8% | $6,924-63.2% |