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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 | $131,810 | $146,267-9.9% | $197,124-33.1% | $82,448+59.9% |
| Participation rate | 56.0% | 84.0%-28.0pp | 86.7%-30.7pp | 68.1%-12.1pp |
| Annual return | 11.66% | 29.61%-18.0pp | 44.34%-32.7pp | 41.64%-30.0pp |
| Employer contribution / active EE | $1,864 | $4,723-60.5% | $6,227-70.1% | $2,551-26.9% |
| Participant deferral / active EE | $3,301 | $7,035-53.1% | $9,135-63.9% | $4,139-20.3% |
| Admin fee / account holder | $7,319 | $14,422-49.2% | $16,298-55.1% | $7,234+1.2% |