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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 | $89,339 | $81,487+9.6% | $102,412-12.8% | $80,935+10.4% |
| Participation rate | 60.5% | 66.8%-6.3pp | 74.5%-14.0pp | 67.7%-7.1pp |
| Annual return | 9.82% | 25.60%-15.8pp | 24.94%-15.1pp | 35.66%-25.8pp |
| Employer contribution / active EE | $1,937 | $3,103-37.6% | $3,870-49.9% | $2,757-29.7% |
| Participant deferral / active EE | $2,927 | $3,871-24.4% | $5,060-42.2% | $4,299-31.9% |
| Admin fee / account holder | $8,648 | $6,717+28.7% | $8,388+3.1% | $6,924+24.9% |