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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 | $87,055 | $95,453-8.8% | $112,040-22.3% | $82,448+5.6% |
| Participation rate | 51.5% | 72.8%-21.2pp | 76.5%-25.0pp | 68.1%-16.6pp |
| Annual return | 8.33% | 23.92%-15.6pp | 24.52%-16.2pp | 41.64%-33.3pp |
| Employer contribution / active EE | $1,589 | $2,318-31.4% | $2,954-46.2% | $2,551-37.7% |
| Participant deferral / active EE | $2,386 | $4,224-43.5% | $5,098-53.2% | $4,139-42.4% |
| Admin fee / account holder | $16,773 | $9,013+86.1% | $12,098+38.6% | $7,234+131.9% |