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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 | $86,919-0.8% | $102,457-15.8% | $80,911+6.6% |
| Participation rate | 69.8% | 72.4%-2.6pp | 76.5%-6.7pp | 67.6%+2.2pp |
| Annual return | 6.76% | 18.90%-12.1pp | 29.41%-22.6pp | 35.63%-28.9pp |
| Employer contribution / active EE | $1,083 | $2,368-54.3% | $3,022-64.2% | $2,756-60.7% |
| Participant deferral / active EE | $2,605 | $4,119-36.8% | $5,054-48.5% | $4,297-39.4% |
| Admin fee / account holder | $2,337 | $8,049-71.0% | $9,451-75.3% | $6,935-66.3% |