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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 | $96,659 | $101,798-5.0% | $165,071-41.4% | $80,935+19.4% |
| Participation rate | 67.8% | 71.8%-4.0pp | 78.6%-10.8pp | 67.7%+0.1pp |
| Annual return | 8.48% | 16.73%-8.2pp | 70.17%-61.7pp | 35.66%-27.2pp |
| Employer contribution / active EE | $1,755 | $2,954-40.6% | $4,347-59.6% | $2,757-36.3% |
| Participant deferral / active EE | $4,891 | $4,476+9.3% | $6,035-19.0% | $4,299+13.8% |
| Admin fee / account holder | $21,795 | $8,221+165.1% | $12,695+71.7% | $6,924+214.8% |