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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 | $106,864-8.8% | $147,318-33.9% | $82,637+17.9% |
| Participation rate | 64.0% | 75.5%-11.6pp | 82.1%-18.1pp | 68.1%-4.1pp |
| Annual return | 13.51% | 27.49%-14.0pp | 70.43%-56.9pp | 53.51%-40.0pp |
| Employer contribution / active EE | $2,299 | $3,417-32.7% | $4,593-49.9% | $2,552-9.9% |
| Participant deferral / active EE | $3,975 | $6,496-38.8% | $7,906-49.7% | $4,126-3.7% |
| Admin fee / account holder | $1,319 | $8,415-84.3% | $13,708-90.4% | $7,339-82.0% |