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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 | $77,574+21.8% | $108,753-13.2% | $86,983+8.6% |
| Participation rate | 57.3% | 62.3%-5.0pp | 71.1%-13.8pp | 69.5%-12.2pp |
| Annual return | 9.53% | 18.42%-8.9pp | 37.47%-27.9pp | 25.83%-16.3pp |
| Employer contribution / active EE | $1,500 | $1,611-6.9% | $2,427-38.2% | $2,584-42.0% |
| Participant deferral / active EE | $3,509 | $3,128+12.2% | $4,115-14.7% | $4,194-16.3% |
| Admin fee / account holder | $2,593 | $6,529-60.3% | $10,320-74.9% | $7,856-67.0% |