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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 | $99,818 | $84,953+17.5% | $163,379-38.9% | $82,637+20.8% |
| Participation rate | 68.2% | 65.9%+2.2pp | 76.8%-8.6pp | 68.1%+0.1pp |
| Annual return | 11.35% | 23.07%-11.7pp | 63.41%-52.1pp | 53.51%-42.2pp |
| Employer contribution / active EE | $940 | $2,183-56.9% | $3,752-74.9% | $2,552-63.2% |
| Participant deferral / active EE | $3,689 | $4,326-14.7% | $6,282-41.3% | $4,126-10.6% |
| Admin fee / account holder | $917 | $7,921-88.4% | $9,818-90.7% | $7,339-87.5% |