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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 | $89,076 | $77,472+15.0% | $100,392-11.3% | $80,935+10.1% |
| Participation rate | 58.2% | 76.9%-18.8pp | 81.5%-23.3pp | 67.7%-9.5pp |
| Annual return | 10.55% | 37.26%-26.7pp | 49.45%-38.9pp | 35.66%-25.1pp |
| Employer contribution / active EE | $2,087 | $2,800-25.5% | $3,941-47.1% | $2,757-24.3% |
| Participant deferral / active EE | $4,132 | $6,818-39.4% | $8,090-48.9% | $4,299-3.9% |
| Admin fee / account holder | $12,624 | $5,885+114.5% | $7,904+59.7% | $6,924+82.3% |