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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 | $95,797 | $109,359-12.4% | $162,185-40.9% | $72,976+31.3% |
| Participation rate | 53.4% | 84.3%-30.8pp | 87.6%-34.1pp | 69.5%-16.1pp |
| Annual return | 16.52% | 25.46%-8.9pp | 115.61%-99.1pp | 81.02%-64.5pp |
| Employer contribution / active EE | $1,522 | $3,907-61.0% | $5,613-72.9% | $2,440-37.6% |
| Participant deferral / active EE | $2,979 | $5,481-45.7% | $7,297-59.2% | $3,608-17.4% |
| Admin fee / account holder | $3,658 | $7,972-54.1% | $10,844-66.3% | $5,124-28.6% |