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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 | $123,189 | $81,331+51.5% | $155,534-20.8% | $80,935+52.2% |
| Participation rate | 57.7% | 66.3%-8.6pp | 78.2%-20.5pp | 67.7%-10.0pp |
| Annual return | 7.89% | 33.37%-25.5pp | 64.92%-57.0pp | 35.66%-27.8pp |
| Employer contribution / active EE | $1,894 | $3,105-39.0% | $4,675-59.5% | $2,757-31.3% |
| Participant deferral / active EE | $3,969 | $3,454+14.9% | $5,630-29.5% | $4,299-7.7% |
| Admin fee / account holder | $1,278 | $7,999-84.0% | $15,900-92.0% | $6,924-81.5% |