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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 | $89,515-3.0% | $103,486-16.1% | $80,935+7.3% |
| Participation rate | 62.2% | 76.0%-13.8pp | 80.5%-18.3pp | 67.7%-5.4pp |
| Annual return | 6.19% | 22.82%-16.6pp | 23.93%-17.7pp | 35.66%-29.5pp |
| Employer contribution / active EE | $2,235 | $4,015-44.3% | $4,679-52.2% | $2,757-18.9% |
| Participant deferral / active EE | $4,249 | $5,463-22.2% | $6,628-35.9% | $4,299-1.2% |
| Admin fee / account holder | $1,910 | $6,527-70.7% | $9,354-79.6% | $6,924-72.4% |