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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 | $92,992 | $95,453-2.6% | $112,040-17.0% | $82,448+12.8% |
| Participation rate | 68.4% | 72.8%-4.3pp | 76.5%-8.1pp | 68.1%+0.4pp |
| Annual return | 11.19% | 23.92%-12.7pp | 24.52%-13.3pp | 41.64%-30.5pp |
| Employer contribution / active EE | $1,768 | $2,318-23.7% | $2,954-40.1% | $2,551-30.7% |
| Participant deferral / active EE | $3,299 | $4,224-21.9% | $5,098-35.3% | $4,139-20.3% |
| Admin fee / account holder | $302 | $9,013-96.6% | $12,098-97.5% | $7,234-95.8% |