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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 | $83,471 | $86,919-4.0% | $102,457-18.5% | $80,911+3.2% |
| Participation rate | 56.0% | 72.4%-16.4pp | 76.5%-20.5pp | 67.6%-11.6pp |
| Annual return | 7.19% | 18.90%-11.7pp | 29.41%-22.2pp | 35.63%-28.4pp |
| Employer contribution / active EE | $1,495 | $2,368-36.9% | $3,022-50.5% | $2,756-45.7% |
| Participant deferral / active EE | $4,424 | $4,119+7.4% | $5,054-12.5% | $4,297+3.0% |
| Admin fee / account holder | $1,413 | $8,049-82.4% | $9,451-85.1% | $6,935-79.6% |