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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 | $82,725 | $97,550-15.2% | $120,344-31.3% | $87,485-5.4% |
| Participation rate | 58.6% | 72.8%-14.2pp | 76.7%-18.1pp | 68.9%-10.3pp |
| Annual return | 8.78% | 18.41%-9.6pp | 20.30%-11.5pp | 26.06%-17.3pp |
| Employer contribution / active EE | $844 | $2,291-63.1% | $3,020-72.0% | $2,596-67.5% |
| Participant deferral / active EE | $3,143 | $4,230-25.7% | $5,135-38.8% | $4,274-26.5% |
| Admin fee / account holder | $15,764 | $9,543+65.2% | $12,742+23.7% | $7,775+102.8% |