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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 | $108,002 | $109,620-1.5% | $148,496-27.3% | $94,015+14.9% |
| Participation rate | 55.3% | 71.3%-16.0pp | 76.0%-20.8pp | 70.8%-15.6pp |
| Annual return | 9.45% | 17.54%-8.1pp | 12.33%-2.9pp | 17.84%-8.4pp |
| Employer contribution / active EE | $2,772 | $2,618+5.9% | $3,497-20.8% | $2,790-0.7% |
| Participant deferral / active EE | $2,725 | $3,831-28.9% | $4,808-43.3% | $4,249-35.9% |
| Admin fee / account holder | $5,299 | $10,050-47.3% | $19,547-72.9% | $8,951-40.8% |