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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 | $145,431-9.4% | $211,142-37.6% | $87,485+50.7% |
| Participation rate | 56.0% | 84.7%-28.7pp | 87.3%-31.3pp | 68.9%-12.9pp |
| Annual return | 11.66% | 27.21%-15.5pp | 46.84%-35.2pp | 26.06%-14.4pp |
| Employer contribution / active EE | $1,864 | $4,662-60.0% | $6,442-71.1% | $2,596-28.2% |
| Participant deferral / active EE | $3,301 | $6,859-51.9% | $9,284-64.4% | $4,274-22.8% |
| Admin fee / account holder | $7,319 | $17,052-57.1% | $19,076-61.6% | $7,775-5.9% |