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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 | $89,454 | $81,457+9.8% | $103,378-13.5% | $80,911+10.6% |
| Participation rate | 58.4% | 66.8%-8.4pp | 74.5%-16.1pp | 67.6%-9.2pp |
| Annual return | 10.29% | 25.58%-15.3pp | 24.91%-14.6pp | 35.63%-25.3pp |
| Employer contribution / active EE | $1,208 | $3,107-61.1% | $3,870-68.8% | $2,756-56.1% |
| Participant deferral / active EE | $2,930 | $3,871-24.3% | $5,058-42.1% | $4,297-31.8% |
| Admin fee / account holder | $2,696 | $6,717-59.9% | $8,401-67.9% | $6,935-61.1% |