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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 | $84,549 | $77,896+8.5% | $134,172-37.0% | $82,448+2.5% |
| Participation rate | 59.5% | 62.8%-3.3pp | 72.5%-12.9pp | 68.1%-8.5pp |
| Annual return | 8.22% | 18.21%-10.0pp | 25.30%-17.1pp | 41.64%-33.4pp |
| Employer contribution / active EE | $975 | $2,159-54.8% | $3,420-71.5% | $2,551-61.8% |
| Participant deferral / active EE | $1,930 | $3,162-39.0% | $4,690-58.9% | $4,139-53.4% |
| Admin fee / account holder | $8,377 | $6,336+32.2% | $12,016-30.3% | $7,234+15.8% |