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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 | $114,712-1.5% | $173,730-35.0% | $87,485+29.2% |
| Participation rate | 60.4% | 73.0%-12.6pp | 79.6%-19.2pp | 68.9%-8.6pp |
| Annual return | 3.56% | 20.18%-16.6pp | 19.96%-16.4pp | 26.06%-22.5pp |
| Employer contribution / active EE | $1,568 | $2,904-46.0% | $4,577-65.7% | $2,596-39.6% |
| Participant deferral / active EE | $4,634 | $4,642-0.2% | $6,326-26.8% | $4,274+8.4% |
| Admin fee / account holder | $2,425 | $10,210-76.2% | $17,523-86.2% | $7,775-68.8% |