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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 | $129,587 | $107,421+20.6% | $182,262-28.9% | $94,015+37.8% |
| Participation rate | 68.0% | 77.8%-9.8pp | 84.2%-16.2pp | 70.8%-2.8pp |
| Annual return | 3.91% | 21.32%-17.4pp | 140.60%-136.7pp | 17.84%-13.9pp |
| Employer contribution / active EE | $2,261 | $3,448-34.4% | $5,046-55.2% | $2,790-19.0% |
| Participant deferral / active EE | $7,115 | $6,558+8.5% | $8,276-14.0% | $4,249+67.4% |
| Admin fee / account holder | $4,929 | $8,692-43.3% | $16,712-70.5% | $8,951-44.9% |