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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 | $87,804 | $81,504+7.7% | $102,437-14.3% | $80,959+8.5% |
| Participation rate | 38.5% | 66.9%-28.4pp | 74.5%-36.0pp | 67.7%-29.2pp |
| Annual return | 9.07% | 25.60%-16.5pp | 24.95%-15.9pp | 35.67%-26.6pp |
| Employer contribution / active EE | $979 | $3,104-68.5% | $3,871-74.7% | $2,757-64.5% |
| Participant deferral / active EE | $2,069 | $3,871-46.6% | $5,060-59.1% | $4,300-51.9% |
| Admin fee / account holder | $5,477 | $6,719-18.5% | $8,388-34.7% | $6,925-20.9% |