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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 | $104,015 | $106,749-2.6% | $145,433-28.5% | $82,448+26.2% |
| Participation rate | 33.8% | 75.6%-41.9pp | 82.1%-48.3pp | 68.1%-34.3pp |
| Annual return | 13.96% | 27.59%-13.6pp | 66.58%-52.6pp | 41.64%-27.7pp |
| Employer contribution / active EE | $4,339 | $3,444+26.0% | $4,554-4.7% | $2,551+70.1% |
| Participant deferral / active EE | $4,339 | $6,519-33.4% | $7,897-45.1% | $4,139+4.8% |
| Admin fee / account holder | $3,762 | $8,390-55.2% | $13,129-71.3% | $7,234-48.0% |