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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 | $106,749+2.1% | $145,433-25.0% | $82,448+32.2% |
| Participation rate | 50.7% | 75.6%-25.0pp | 82.1%-31.5pp | 68.1%-17.4pp |
| Annual return | 12.73% | 27.59%-14.9pp | 66.58%-53.8pp | 41.64%-28.9pp |
| Employer contribution / active EE | $1,629 | $3,444-52.7% | $4,554-64.2% | $2,551-36.2% |
| Participant deferral / active EE | $3,025 | $6,519-53.6% | $7,897-61.7% | $4,139-26.9% |
| Admin fee / account holder | $4,332 | $8,390-48.4% | $13,129-67.0% | $7,234-40.1% |