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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 | $87,011 | $146,267-40.5% | $197,124-55.9% | $82,448+5.5% |
| Participation rate | 64.9% | 84.0%-19.2pp | 86.7%-21.8pp | 68.1%-3.2pp |
| Annual return | 10.88% | 29.61%-18.7pp | 44.34%-33.5pp | 41.64%-30.8pp |
| Employer contribution / active EE | $6,493 | $4,723+37.5% | $6,227+4.3% | $2,551+154.5% |
| Participant deferral / active EE | $6,989 | $7,035-0.7% | $9,135-23.5% | $4,139+68.8% |
| Admin fee / account holder | $13,387 | $14,422-7.2% | $16,298-17.9% | $7,234+85.0% |