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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 | $92,302 | $86,922+6.2% | $102,438-9.9% | $80,874+14.1% |
| Participation rate | 63.0% | 72.4%-9.3pp | 76.5%-13.5pp | 67.6%-4.6pp |
| Annual return | 9.24% | 18.90%-9.7pp | 29.37%-20.1pp | 35.62%-26.4pp |
| Employer contribution / active EE | $1,125 | $2,369-52.5% | $3,024-62.8% | $2,756-59.2% |
| Participant deferral / active EE | $3,655 | $4,119-11.3% | $5,054-27.7% | $4,297-14.9% |
| Admin fee / account holder | $6,626 | $8,050-17.7% | $9,448-29.9% | $6,935-4.5% |