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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 | $79,078 | $80,855-2.2% | $153,416-48.5% | $86,983-9.1% |
| Participation rate | 69.0% | 64.1%+4.9pp | 74.3%-5.3pp | 69.5%-0.5pp |
| Annual return | 7.89% | 16.18%-8.3pp | 17.84%-10.0pp | 25.83%-17.9pp |
| Employer contribution / active EE | $3,963 | $2,308+71.7% | $3,764+5.3% | $2,584+53.3% |
| Participant deferral / active EE | $3,135 | $3,333-5.9% | $4,723-33.6% | $4,194-25.3% |
| Admin fee / account holder | $25,809 | $6,908+273.6% | $13,095+97.1% | $7,856+228.5% |