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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 | $92,069 | $108,825-15.4% | $156,181-41.0% | $82,448+11.7% |
| Participation rate | 65.5% | 72.4%-6.9pp | 78.8%-13.3pp | 68.1%-2.6pp |
| Annual return | 11.93% | 20.59%-8.7pp | 64.87%-52.9pp | 41.64%-29.7pp |
| Employer contribution / active EE | $1,937 | $2,870-32.5% | $4,294-54.9% | $2,551-24.1% |
| Participant deferral / active EE | $3,305 | $4,577-27.8% | $6,132-46.1% | $4,139-20.2% |
| Admin fee / account holder | $39,576 | $9,341+323.7% | $14,586+171.3% | $7,234+447.1% |