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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 | $69,441 | $86,940-20.1% | $102,434-32.2% | $80,935-14.2% |
| Participation rate | 68.0% | 72.4%-4.4pp | 76.5%-8.5pp | 67.7%+0.3pp |
| Annual return | 9.47% | 18.89%-9.4pp | 29.46%-20.0pp | 35.66%-26.2pp |
| Employer contribution / active EE | $1,793 | $2,370-24.3% | $3,023-40.7% | $2,757-35.0% |
| Participant deferral / active EE | $4,882 | $4,121+18.5% | $5,055-3.4% | $4,299+13.6% |
| Admin fee / account holder | $4,899 | $8,047-39.1% | $9,462-48.2% | $6,924-29.2% |