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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 | $97,550-3.8% | $120,344-22.0% | $87,485+7.2% |
| Participation rate | 61.0% | 72.8%-11.8pp | 76.7%-15.7pp | 68.9%-7.9pp |
| Annual return | 9.81% | 18.41%-8.6pp | 20.30%-10.5pp | 26.06%-16.2pp |
| Employer contribution / active EE | $855 | $2,291-62.7% | $3,020-71.7% | $2,596-67.1% |
| Participant deferral / active EE | $2,296 | $4,230-45.7% | $5,135-55.3% | $4,274-46.3% |
| Admin fee / account holder | $8,453 | $9,543-11.4% | $12,742-33.7% | $7,775+8.7% |