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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 | $112,995 | $115,931-2.5% | $185,441-39.1% | $86,983+29.9% |
| Participation rate | 60.4% | 73.6%-13.2pp | 80.3%-19.9pp | 69.5%-9.2pp |
| Annual return | 3.56% | 21.47%-17.9pp | 20.16%-16.6pp | 25.83%-22.3pp |
| Employer contribution / active EE | $1,568 | $2,937-46.6% | $4,672-66.4% | $2,584-39.3% |
| Participant deferral / active EE | $4,634 | $4,551+1.8% | $6,152-24.7% | $4,194+10.5% |
| Admin fee / account holder | $2,425 | $10,687-77.3% | $17,890-86.4% | $7,856-69.1% |