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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 | $92,441 | $86,940+6.3% | $102,434-9.8% | $80,935+14.2% |
| Participation rate | 58.5% | 72.4%-13.9pp | 76.5%-18.0pp | 67.7%-9.1pp |
| Annual return | 9.66% | 18.89%-9.2pp | 29.46%-19.8pp | 35.66%-26.0pp |
| Employer contribution / active EE | $1,577 | $2,370-33.5% | $3,023-47.8% | $2,757-42.8% |
| Participant deferral / active EE | $2,713 | $4,121-34.2% | $5,055-46.3% | $4,299-36.9% |
| Admin fee / account holder | $10,424 | $8,047+29.5% | $9,462+10.2% | $6,924+50.5% |