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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 | $103,039 | $101,798+1.2% | $165,071-37.6% | $80,935+27.3% |
| Participation rate | 59.5% | 71.8%-12.4pp | 78.6%-19.2pp | 67.7%-8.2pp |
| Annual return | 10.23% | 16.73%-6.5pp | 70.17%-59.9pp | 35.66%-25.4pp |
| Employer contribution / active EE | $1,074 | $2,954-63.6% | $4,347-75.3% | $2,757-61.0% |
| Participant deferral / active EE | $2,950 | $4,476-34.1% | $6,035-51.1% | $4,299-31.4% |
| Admin fee / account holder | $1,163 | $8,221-85.9% | $12,695-90.8% | $6,924-83.2% |