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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 | $86,828 | $89,532-3.0% | $103,431-16.1% | $80,911+7.3% |
| Participation rate | 62.2% | 76.0%-13.8pp | 80.5%-18.3pp | 67.6%-5.4pp |
| Annual return | 6.19% | 22.80%-16.6pp | 23.92%-17.7pp | 35.63%-29.4pp |
| Employer contribution / active EE | $2,235 | $4,023-44.5% | $4,678-52.2% | $2,756-18.9% |
| Participant deferral / active EE | $4,249 | $5,459-22.2% | $6,625-35.9% | $4,297-1.1% |
| Admin fee / account holder | $1,910 | $6,774-71.8% | $9,412-79.7% | $6,935-72.5% |