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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 | $86,198 | $81,403+5.9% | $147,027-41.4% | $87,485-1.5% |
| Participation rate | 18.2% | 63.4%-45.3pp | 73.7%-55.6pp | 68.9%-50.7pp |
| Annual return | 8.54% | 16.51%-8.0pp | 20.23%-11.7pp | 26.06%-17.5pp |
| Employer contribution / active EE | $827 | $2,205-62.5% | $3,626-77.2% | $2,596-68.1% |
| Participant deferral / active EE | $1,583 | $3,315-52.3% | $4,933-67.9% | $4,274-63.0% |
| Admin fee / account holder | $13,089 | $6,755+93.8% | $12,223+7.1% | $7,775+68.4% |