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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 | $90,145 | $81,487+10.6% | $102,412-12.0% | $80,935+11.4% |
| Participation rate | 55.3% | 66.8%-11.5pp | 74.5%-19.2pp | 67.7%-12.3pp |
| Annual return | 8.16% | 25.60%-17.4pp | 24.94%-16.8pp | 35.66%-27.5pp |
| Employer contribution / active EE | $2,005 | $3,103-35.4% | $3,870-48.2% | $2,757-27.3% |
| Participant deferral / active EE | $4,467 | $3,871+15.4% | $5,060-11.7% | $4,299+3.9% |
| Admin fee / account holder | $1,137 | $6,717-83.1% | $8,388-86.4% | $6,924-83.6% |