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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 | $89,346 | $87,059+2.6% | $105,608-15.4% | $80,925+10.4% |
| Participation rate | 61.8% | 70.4%-8.6pp | 75.3%-13.5pp | 67.7%-5.8pp |
| Annual return | 9.30% | 17.05%-7.7pp | 116.50%-107.2pp | 35.65%-26.3pp |
| Employer contribution / active EE | $1,683 | $2,396-29.8% | $3,167-46.8% | $2,756-38.9% |
| Participant deferral / active EE | $4,034 | $3,986+1.2% | $5,010-19.5% | $4,299-6.2% |
| Admin fee / account holder | $3,678 | $8,443-56.4% | $11,028-66.6% | $6,940-47.0% |