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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 | $83,898+12.6% | $133,346-29.2% | $94,015+0.5% |
| Participation rate | 57.3% | 63.4%-6.0pp | 72.8%-15.5pp | 70.8%-13.5pp |
| Annual return | 9.53% | 16.00%-6.5pp | 36.85%-27.3pp | 17.84%-8.3pp |
| Employer contribution / active EE | $1,500 | $1,821-17.6% | $2,853-47.4% | $2,790-46.2% |
| Participant deferral / active EE | $3,509 | $3,245+8.2% | $4,332-19.0% | $4,249-17.4% |
| Admin fee / account holder | $2,593 | $7,809-66.8% | $14,264-81.8% | $8,951-71.0% |