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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 | $86,247 | $86,949-0.8% | $102,460-15.8% | $80,959+6.5% |
| Participation rate | 69.8% | 72.4%-2.6pp | 76.5%-6.7pp | 67.7%+2.1pp |
| Annual return | 6.76% | 18.89%-12.1pp | 29.47%-22.7pp | 35.67%-28.9pp |
| Employer contribution / active EE | $1,083 | $2,370-54.3% | $3,025-64.2% | $2,757-60.7% |
| Participant deferral / active EE | $2,605 | $4,121-36.8% | $5,056-48.5% | $4,300-39.4% |
| Admin fee / account holder | $2,337 | $8,048-71.0% | $9,460-75.3% | $6,925-66.3% |