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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 | $79,323 | $90,400-12.3% | $186,193-57.4% | $87,485-9.3% |
| Participation rate | 69.6% | 66.2%+3.4pp | 77.1%-7.5pp | 68.9%+0.6pp |
| Annual return | 8.93% | 22.15%-13.2pp | 78.03%-69.1pp | 26.06%-17.1pp |
| Employer contribution / active EE | $2,026 | $2,170-6.6% | $3,918-48.3% | $2,596-22.0% |
| Participant deferral / active EE | $3,974 | $4,330-8.2% | $6,513-39.0% | $4,274-7.0% |
| Admin fee / account holder | $7,924 | $8,673-8.6% | $11,058-28.3% | $7,775+1.9% |