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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 | $93,420 | $69,590+34.2% | $136,867-31.7% | $94,015-0.6% |
| Participation rate | 53.7% | 66.3%-12.6pp | 74.5%-20.8pp | 70.8%-17.1pp |
| Annual return | 4.79% | 19.62%-14.8pp | 42.97%-38.2pp | 17.84%-13.1pp |
| Employer contribution / active EE | $2,085 | $2,396-13.0% | $3,547-41.2% | $2,790-25.3% |
| Participant deferral / active EE | $4,334 | $3,437+26.1% | $4,924-12.0% | $4,249+2.0% |
| Admin fee / account holder | $11,912 | $8,912+33.7% | $10,340+15.2% | $8,951+33.1% |