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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 | $90,056 | $86,940+3.6% | $102,434-12.1% | $80,935+11.3% |
| Participation rate | 63.5% | 72.4%-8.9pp | 76.5%-13.0pp | 67.7%-4.2pp |
| Annual return | 8.28% | 18.89%-10.6pp | 29.46%-21.2pp | 35.66%-27.4pp |
| Employer contribution / active EE | $993 | $2,370-58.1% | $3,023-67.2% | $2,757-64.0% |
| Participant deferral / active EE | $4,411 | $4,121+7.0% | $5,055-12.7% | $4,299+2.6% |
| Admin fee / account holder | $22,920 | $8,047+184.8% | $9,462+142.2% | $6,924+231.0% |