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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 | $82,311 | $81,487+1.0% | $102,412-19.6% | $80,935+1.7% |
| Participation rate | 34.6% | 66.8%-32.2pp | 74.5%-39.9pp | 67.7%-33.0pp |
| Annual return | 8.57% | 25.60%-17.0pp | 24.94%-16.4pp | 35.66%-27.1pp |
| Employer contribution / active EE | $1,293 | $3,103-58.3% | $3,870-66.6% | $2,757-53.1% |
| Participant deferral / active EE | $4,035 | $3,871+4.2% | $5,060-20.3% | $4,299-6.2% |
| Admin fee / account holder | $3,258 | $6,717-51.5% | $8,388-61.2% | $6,924-53.0% |