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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 | $95,248 | $98,766-3.6% | $149,730-36.4% | $79,852+19.3% |
| Participation rate | 65.5% | 75.8%-10.3pp | 82.5%-17.0pp | 69.6%-4.1pp |
| Annual return | 7.81% | 27.43%-19.6pp | 276.70%-268.9pp | 31.72%-23.9pp |
| Employer contribution / active EE | $2,332 | $3,217-27.5% | $4,645-49.8% | $2,471-5.6% |
| Participant deferral / active EE | $4,629 | $5,681-18.5% | $6,843-32.4% | $3,740+23.8% |
| Admin fee / account holder | $1,763 | $6,052-70.9% | $9,310-81.1% | $5,306-66.8% |