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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 | $94,451 | $73,787+28.0% | $98,716-4.3% | $82,448+14.6% |
| Participation rate | 57.3% | 61.4%-4.1pp | 69.3%-12.0pp | 68.1%-10.8pp |
| Annual return | 9.53% | 18.57%-9.0pp | 31.81%-22.3pp | 41.64%-32.1pp |
| Employer contribution / active EE | $1,500 | $1,511-0.7% | $2,279-34.2% | $2,551-41.2% |
| Participant deferral / active EE | $3,509 | $3,081+13.9% | $4,048-13.3% | $4,139-15.2% |
| Admin fee / account holder | $2,593 | $6,500-60.1% | $8,703-70.2% | $7,234-64.2% |