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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 | $81,332 | $86,922-6.4% | $102,438-20.6% | $80,874+0.6% |
| Participation rate | 45.7% | 72.4%-26.7pp | 76.5%-30.8pp | 67.6%-22.0pp |
| Annual return | 9.67% | 18.90%-9.2pp | 29.37%-19.7pp | 35.62%-25.9pp |
| Employer contribution / active EE | $1,388 | $2,369-41.4% | $3,024-54.1% | $2,756-49.6% |
| Participant deferral / active EE | $2,524 | $4,119-38.7% | $5,054-50.1% | $4,297-41.3% |
| Admin fee / account holder | $12,173 | $8,050+51.2% | $9,448+28.8% | $6,935+75.5% |