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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 | $82,183 | $86,938-5.5% | $102,423-19.8% | $80,925+1.6% |
| Participation rate | 60.0% | 72.4%-12.4pp | 76.5%-16.5pp | 67.7%-7.7pp |
| Annual return | 9.31% | 18.89%-9.6pp | 29.42%-20.1pp | 35.65%-26.3pp |
| Employer contribution / active EE | $829 | $2,369-65.0% | $3,023-72.6% | $2,756-69.9% |
| Participant deferral / active EE | $2,402 | $4,120-41.7% | $5,054-52.5% | $4,299-44.1% |
| Admin fee / account holder | $13,414 | $8,053+66.6% | $9,455+41.9% | $6,940+93.3% |