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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 | $104,352 | $141,001-26.0% | $112,228-7.0% | $139,487-25.2% |
| Participation rate | 60.0% | 79.2%-19.2pp | 72.4%-12.4pp | 80.3%-20.3pp |
| Annual return | 7.86% | 32.75%-24.9pp | 30.23%-22.4pp | 373.84%-366.0pp |
| Employer contribution / active EE | $6,635 | $4,285+54.8% | $3,432+93.3% | $4,755+39.5% |
| Participant deferral / active EE | $2,373 | $5,877-59.6% | $4,800-50.6% | $6,713-64.6% |
| Admin fee / account holder | $2,606 | $9,959-73.8% | $7,752-66.4% | $11,407-77.2% |