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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 | $83,378 | $86,940-4.1% | $102,434-18.6% | $80,935+3.0% |
| Participation rate | 44.4% | 72.4%-27.9pp | 76.5%-32.1pp | 67.7%-23.2pp |
| Annual return | 7.64% | 18.89%-11.3pp | 29.46%-21.8pp | 35.66%-28.0pp |
| Employer contribution / active EE | $1,430 | $2,370-39.7% | $3,023-52.7% | $2,757-48.1% |
| Participant deferral / active EE | $2,455 | $4,121-40.4% | $5,055-51.4% | $4,299-42.9% |
| Admin fee / account holder | $7,269 | $8,047-9.7% | $9,462-23.2% | $6,924+5.0% |