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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 | $77,492+14.9% | $100,398-11.3% | $80,911+10.1% |
| Participation rate | 58.2% | 76.9%-18.8pp | 81.5%-23.3pp | 67.6%-9.5pp |
| Annual return | 10.55% | 37.23%-26.7pp | 49.32%-38.8pp | 35.63%-25.1pp |
| Employer contribution / active EE | $2,087 | $2,800-25.5% | $3,946-47.1% | $2,756-24.3% |
| Participant deferral / active EE | $4,132 | $6,817-39.4% | $8,084-48.9% | $4,297-3.8% |
| Admin fee / account holder | $12,624 | $5,892+114.3% | $7,893+59.9% | $6,935+82.0% |