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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 | $96,613 | $138,393-30.2% | $184,256-47.6% | $80,959+19.3% |
| Participation rate | 57.0% | 83.9%-26.9pp | 86.8%-29.8pp | 67.7%-10.7pp |
| Annual return | 8.53% | 20.01%-11.5pp | 28.85%-20.3pp | 35.67%-27.1pp |
| Employer contribution / active EE | $1,624 | $4,847-66.5% | $6,427-74.7% | $2,757-41.1% |
| Participant deferral / active EE | $3,431 | $7,076-51.5% | $9,133-62.4% | $4,300-20.2% |
| Admin fee / account holder | $6,878 | $10,489-34.4% | $13,899-50.5% | $6,925-0.7% |