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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 | $87,134 | $115,931-24.8% | $185,441-53.0% | $86,983+0.2% |
| Participation rate | 61.0% | 73.6%-12.6pp | 80.3%-19.3pp | 69.5%-8.6pp |
| Annual return | 10.56% | 21.47%-10.9pp | 20.16%-9.6pp | 25.83%-15.3pp |
| Employer contribution / active EE | $3,647 | $2,937+24.2% | $4,672-21.9% | $2,584+41.1% |
| Participant deferral / active EE | $10,890 | $4,551+139.3% | $6,152+77.0% | $4,194+159.7% |
| Admin fee / account holder | $10,559 | $10,687-1.2% | $17,890-41.0% | $7,856+34.4% |