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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 | $96,750 | $108,825-11.1% | $156,181-38.1% | $82,448+17.3% |
| Participation rate | 52.8% | 72.4%-19.6pp | 78.8%-26.1pp | 68.1%-15.3pp |
| Annual return | 12.03% | 20.59%-8.6pp | 64.87%-52.8pp | 41.64%-29.6pp |
| Employer contribution / active EE | $1,307 | $2,870-54.5% | $4,294-69.6% | $2,551-48.8% |
| Participant deferral / active EE | $4,772 | $4,577+4.2% | $6,132-22.2% | $4,139+15.3% |
| Admin fee / account holder | $2,159 | $9,341-76.9% | $14,586-85.2% | $7,234-70.2% |