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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 | $98,255 | $78,015+25.9% | $178,505-45.0% | $80,959+21.4% |
| Participation rate | 61.1% | 65.7%-4.6pp | 77.1%-16.0pp | 67.7%-6.6pp |
| Annual return | 10.53% | 18.10%-7.6pp | 27.16%-16.6pp | 35.67%-25.1pp |
| Employer contribution / active EE | $1,905 | $2,281-16.5% | $3,955-51.8% | $2,757-30.9% |
| Participant deferral / active EE | $5,807 | $4,406+31.8% | $6,280-7.5% | $4,300+35.0% |
| Admin fee / account holder | $12,698 | $7,160+77.3% | $10,428+21.8% | $6,925+83.4% |