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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 | $88,085 | $86,949+1.3% | $102,460-14.0% | $80,959+8.8% |
| Participation rate | 66.2% | 72.4%-6.2pp | 76.5%-10.3pp | 67.7%-1.4pp |
| Annual return | 8.33% | 18.89%-10.6pp | 29.47%-21.1pp | 35.67%-27.3pp |
| Employer contribution / active EE | $2,304 | $2,370-2.8% | $3,025-23.8% | $2,757-16.4% |
| Participant deferral / active EE | $3,890 | $4,121-5.6% | $5,056-23.1% | $4,300-9.5% |
| Admin fee / account holder | $6,991 | $8,048-13.1% | $9,460-26.1% | $6,925+1.0% |