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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 | $99,001 | $81,331+21.7% | $155,534-36.3% | $80,935+22.3% |
| Participation rate | 61.1% | 66.3%-5.1pp | 78.2%-17.1pp | 67.7%-6.6pp |
| Annual return | 9.14% | 33.37%-24.2pp | 64.92%-55.8pp | 35.66%-26.5pp |
| Employer contribution / active EE | $1,450 | $3,105-53.3% | $4,675-69.0% | $2,757-47.4% |
| Participant deferral / active EE | $3,221 | $3,454-6.8% | $5,630-42.8% | $4,299-25.1% |
| Admin fee / account holder | $10,298 | $7,999+28.7% | $15,900-35.2% | $6,924+48.7% |