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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 | $61,104 | $86,938-29.7% | $102,423-40.3% | $80,925-24.5% |
| Participation rate | 68.8% | 72.4%-3.6pp | 76.5%-7.8pp | 67.7%+1.1pp |
| Annual return | 9.86% | 18.89%-9.0pp | 29.42%-19.6pp | 35.65%-25.8pp |
| Employer contribution / active EE | $2,096 | $2,369-11.5% | $3,023-30.7% | $2,756-23.9% |
| Participant deferral / active EE | $2,937 | $4,120-28.7% | $5,054-41.9% | $4,299-31.7% |
| Admin fee / account holder | $8,975 | $8,053+11.5% | $9,455-5.1% | $6,940+29.3% |