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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 | $86,807 | $106,864-18.8% | $147,318-41.1% | $82,637+5.0% |
| Participation rate | 57.0% | 75.5%-18.5pp | 82.1%-25.1pp | 68.1%-11.1pp |
| Annual return | 12.62% | 27.49%-14.9pp | 70.43%-57.8pp | 53.51%-40.9pp |
| Employer contribution / active EE | $3,467 | $3,417+1.5% | $4,593-24.5% | $2,552+35.8% |
| Participant deferral / active EE | $6,407 | $6,496-1.4% | $7,906-19.0% | $4,126+55.3% |
| Admin fee / account holder | $12,704 | $8,415+51.0% | $13,708-7.3% | $7,339+73.1% |