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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 | $125,222 | $115,931+8.0% | $185,441-32.5% | $86,983+44.0% |
| Participation rate | 68.8% | 73.6%-4.9pp | 80.3%-11.5pp | 69.5%-0.8pp |
| Annual return | 8.14% | 21.47%-13.3pp | 20.16%-12.0pp | 25.83%-17.7pp |
| Employer contribution / active EE | $1,140 | $2,937-61.2% | $4,672-75.6% | $2,584-55.9% |
| Participant deferral / active EE | $3,476 | $4,551-23.6% | $6,152-43.5% | $4,194-17.1% |
| Admin fee / account holder | $4,895 | $10,687-54.2% | $17,890-72.6% | $7,856-37.7% |