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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 | $92,368 | $82,523+11.9% | $115,752-20.2% | $70,126+31.7% |
| Participation rate | 69.4% | 74.0%-4.6pp | 77.8%-8.4pp | 69.5%-0.2pp |
| Annual return | 10.40% | 28.22%-17.8pp | 19.41%-9.0pp | 73.15%-62.7pp |
| Employer contribution / active EE | $0 | $2,758-100.0% | $3,492-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,467 | $4,062-39.3% | $5,204-52.6% | $3,332-26.0% |
| Admin fee / account holder | $6,071 | $4,552+33.4% | $6,278-3.3% | $4,645+30.7% |