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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 | $114,853 | $146,267-21.5% | $197,124-41.7% | $82,448+39.3% |
| Participation rate | 64.8% | 84.0%-19.2pp | 86.7%-21.9pp | 68.1%-3.3pp |
| Annual return | 12.85% | 29.61%-16.8pp | 44.34%-31.5pp | 41.64%-28.8pp |
| Employer contribution / active EE | $3,000 | $4,723-36.5% | $6,227-51.8% | $2,551+17.6% |
| Participant deferral / active EE | $4,255 | $7,035-39.5% | $9,135-53.4% | $4,139+2.8% |
| Admin fee / account holder | $19,735 | $14,422+36.8% | $16,298+21.1% | $7,234+172.8% |