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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 | $98,534 | $69,590+41.6% | $136,867-28.0% | $94,015+4.8% |
| Participation rate | 65.4% | 66.3%-0.9pp | 74.5%-9.2pp | 70.8%-5.4pp |
| Annual return | 8.90% | 19.62%-10.7pp | 42.97%-34.1pp | 17.84%-8.9pp |
| Employer contribution / active EE | $1,729 | $2,396-27.9% | $3,547-51.3% | $2,790-38.0% |
| Participant deferral / active EE | $5,964 | $3,437+73.5% | $4,924+21.1% | $4,249+40.3% |
| Admin fee / account holder | $4,117 | $8,912-53.8% | $10,340-60.2% | $8,951-54.0% |