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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 | $97,432 | $106,524-8.5% | $152,301-36.0% | $87,485+11.4% |
| Participation rate | 64.0% | 75.8%-11.8pp | 82.4%-18.5pp | 68.9%-5.0pp |
| Annual return | 13.51% | 26.89%-13.4pp | 80.50%-67.0pp | 26.06%-12.6pp |
| Employer contribution / active EE | $2,299 | $3,371-31.8% | $4,624-50.3% | $2,596-11.4% |
| Participant deferral / active EE | $3,975 | $6,525-39.1% | $8,004-50.3% | $4,274-7.0% |
| Admin fee / account holder | $1,319 | $8,287-84.1% | $14,398-90.8% | $7,775-83.0% |