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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 | $78,027+25.9% | $178,528-45.0% | $80,925+21.4% |
| Participation rate | 61.1% | 65.7%-4.6pp | 77.1%-16.0pp | 67.7%-6.5pp |
| Annual return | 10.53% | 18.09%-7.6pp | 27.11%-16.6pp | 35.65%-25.1pp |
| Employer contribution / active EE | $1,905 | $2,281-16.5% | $3,950-51.8% | $2,756-30.9% |
| Participant deferral / active EE | $5,807 | $4,408+31.8% | $6,278-7.5% | $4,299+35.1% |
| Admin fee / account holder | $12,698 | $7,168+77.2% | $10,419+21.9% | $6,940+83.0% |