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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 | $96,909 | $99,994-3.1% | $146,647-33.9% | $85,851+12.9% |
| Participation rate | 69.1% | 73.1%-3.9pp | 80.1%-11.0pp | 69.3%-0.2pp |
| Annual return | 10.51% | 18.93%-8.4pp | 22.75%-12.2pp | 318.63%-308.1pp |
| Employer contribution / active EE | $1,595 | $2,559-37.7% | $4,137-61.4% | $2,565-37.8% |
| Participant deferral / active EE | $4,172 | $4,006+4.1% | $5,506-24.2% | $3,952+5.6% |
| Admin fee / account holder | $1,812 | $7,703-76.5% | $10,281-82.4% | $6,261-71.1% |