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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 | $86,962 | $95,404-8.8% | $113,397-23.3% | $82,637+5.2% |
| Participation rate | 66.2% | 72.8%-6.7pp | 76.5%-10.3pp | 68.1%-1.9pp |
| Annual return | 10.24% | 19.08%-8.8pp | 23.20%-13.0pp | 53.51%-43.3pp |
| Employer contribution / active EE | $1,396 | $2,307-39.5% | $2,977-53.1% | $2,552-45.3% |
| Participant deferral / active EE | $3,007 | $4,220-28.7% | $5,076-40.8% | $4,126-27.1% |
| Admin fee / account holder | $6,926 | $9,168-24.5% | $11,957-42.1% | $7,339-5.6% |