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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 | $93,815 | $95,453-1.7% | $112,040-16.3% | $82,448+13.8% |
| Participation rate | 61.0% | 72.8%-11.7pp | 76.5%-15.5pp | 68.1%-7.1pp |
| Annual return | 9.81% | 23.92%-14.1pp | 24.52%-14.7pp | 41.64%-31.8pp |
| Employer contribution / active EE | $855 | $2,318-63.1% | $2,954-71.0% | $2,551-66.5% |
| Participant deferral / active EE | $2,296 | $4,224-45.6% | $5,098-55.0% | $4,139-44.5% |
| Admin fee / account holder | $8,453 | $9,013-6.2% | $12,098-30.1% | $7,234+16.9% |