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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 | $93,700 | $114,712-18.3% | $173,730-46.1% | $87,485+7.1% |
| Participation rate | 64.9% | 73.0%-8.0pp | 79.6%-14.6pp | 68.9%-4.0pp |
| Annual return | 10.42% | 20.18%-9.8pp | 19.96%-9.5pp | 26.06%-15.6pp |
| Employer contribution / active EE | $1,582 | $2,904-45.5% | $4,577-65.4% | $2,596-39.1% |
| Participant deferral / active EE | $4,563 | $4,642-1.7% | $6,326-27.9% | $4,274+6.8% |
| Admin fee / account holder | $5,717 | $10,210-44.0% | $17,523-67.4% | $7,775-26.5% |