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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 | $94,102 | $93,598+0.5% | $135,974-30.8% | $75,173+25.2% |
| Participation rate | 41.7% | 75.2%-33.5pp | 81.9%-40.3pp | 67.2%-25.5pp |
| Annual return | 10.37% | 30.89%-20.5pp | 68.30%-57.9pp | 160.72%-150.3pp |
| Employer contribution / active EE | $1,588 | $3,538-55.1% | $4,859-67.3% | $2,671-40.5% |
| Participant deferral / active EE | $2,553 | $6,405-60.2% | $7,760-67.1% | $4,126-38.1% |
| Admin fee / account holder | $7,239 | $6,978+3.7% | $10,767-32.8% | $5,651+28.1% |