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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 | $90,811 | $86,949+4.4% | $102,460-11.4% | $80,959+12.2% |
| Participation rate | 30.0% | 72.4%-42.4pp | 76.5%-46.5pp | 67.7%-37.7pp |
| Annual return | 8.64% | 18.89%-10.3pp | 29.47%-20.8pp | 35.67%-27.0pp |
| Employer contribution / active EE | $1,978 | $2,370-16.5% | $3,025-34.6% | $2,757-28.2% |
| Participant deferral / active EE | $3,225 | $4,121-21.7% | $5,056-36.2% | $4,300-25.0% |
| Admin fee / account holder | $948 | $8,048-88.2% | $9,460-90.0% | $6,925-86.3% |