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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 | $93,848 | $95,404-1.6% | $113,397-17.2% | $82,637+13.6% |
| Participation rate | 58.8% | 72.8%-14.0pp | 76.5%-17.7pp | 68.1%-9.2pp |
| Annual return | 7.88% | 19.08%-11.2pp | 23.20%-15.3pp | 53.51%-45.6pp |
| Employer contribution / active EE | $1,217 | $2,307-47.2% | $2,977-59.1% | $2,552-52.3% |
| Participant deferral / active EE | $1,964 | $4,220-53.5% | $5,076-61.3% | $4,126-52.4% |
| Admin fee / account holder | $10,486 | $9,168+14.4% | $11,957-12.3% | $7,339+42.9% |