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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 | $91,162 | $101,795-10.4% | $165,100-44.8% | $80,959+12.6% |
| Participation rate | 68.0% | 71.8%-3.8pp | 78.6%-10.6pp | 67.7%+0.3pp |
| Annual return | 9.27% | 16.73%-7.5pp | 70.21%-60.9pp | 35.67%-26.4pp |
| Employer contribution / active EE | $1,209 | $2,954-59.1% | $4,348-72.2% | $2,757-56.2% |
| Participant deferral / active EE | $2,560 | $4,476-42.8% | $6,035-57.6% | $4,300-40.5% |
| Admin fee / account holder | $840 | $8,221-89.8% | $12,696-93.4% | $6,925-87.9% |