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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 | $78,663 | $67,894+15.9% | $89,340-12.0% | $82,448-4.6% |
| Participation rate | 51.9% | 64.0%-12.1pp | 69.6%-17.6pp | 68.1%-16.1pp |
| Annual return | 10.73% | 19.21%-8.5pp | 20.57%-9.8pp | 41.64%-30.9pp |
| Employer contribution / active EE | $999 | $1,828-45.4% | $2,231-55.2% | $2,551-60.8% |
| Participant deferral / active EE | $2,646 | $3,072-13.9% | $3,823-30.8% | $4,139-36.1% |
| Admin fee / account holder | $5,892 | $5,723+2.9% | $6,704-12.1% | $7,234-18.6% |