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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 | $96,060 | $138,386-30.6% | $184,260-47.9% | $80,935+18.7% |
| Participation rate | 63.7% | 83.9%-20.2pp | 86.8%-23.1pp | 67.7%-3.9pp |
| Annual return | 6.92% | 20.02%-13.1pp | 28.84%-21.9pp | 35.66%-28.7pp |
| Employer contribution / active EE | $1,888 | $4,851-61.1% | $6,427-70.6% | $2,757-31.5% |
| Participant deferral / active EE | $4,372 | $7,076-38.2% | $9,133-52.1% | $4,299+1.7% |
| Admin fee / account holder | $5,746 | $10,489-45.2% | $13,898-58.7% | $6,924-17.0% |