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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 | $109,024 | $106,524+2.3% | $152,301-28.4% | $87,485+24.6% |
| Participation rate | 50.7% | 75.8%-25.1pp | 82.4%-31.8pp | 68.9%-18.3pp |
| Annual return | 12.73% | 26.89%-14.2pp | 80.50%-67.8pp | 26.06%-13.3pp |
| Employer contribution / active EE | $1,629 | $3,371-51.7% | $4,624-64.8% | $2,596-37.3% |
| Participant deferral / active EE | $3,025 | $6,525-53.6% | $8,004-62.2% | $4,274-29.2% |
| Admin fee / account holder | $4,332 | $8,287-47.7% | $14,398-69.9% | $7,775-44.3% |