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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 | $83,066 | $86,949-4.5% | $102,460-18.9% | $80,959+2.6% |
| Participation rate | 52.2% | 72.4%-20.2pp | 76.5%-24.3pp | 67.7%-15.5pp |
| Annual return | 10.08% | 18.89%-8.8pp | 29.47%-19.4pp | 35.67%-25.6pp |
| Employer contribution / active EE | $1,127 | $2,370-52.5% | $3,025-62.8% | $2,757-59.1% |
| Participant deferral / active EE | $1,990 | $4,121-51.7% | $5,056-60.6% | $4,300-53.7% |
| Admin fee / account holder | $17,819 | $8,048+121.4% | $9,460+88.4% | $6,925+157.3% |