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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 | $94,234 | $77,896+21.0% | $134,172-29.8% | $82,448+14.3% |
| Participation rate | 56.6% | 62.8%-6.2pp | 72.5%-15.9pp | 68.1%-11.5pp |
| Annual return | 10.95% | 18.21%-7.3pp | 25.30%-14.3pp | 41.64%-30.7pp |
| Employer contribution / active EE | $882 | $2,159-59.2% | $3,420-74.2% | $2,551-65.4% |
| Participant deferral / active EE | $3,652 | $3,162+15.5% | $4,690-22.1% | $4,139-11.8% |
| Admin fee / account holder | $7,646 | $6,336+20.7% | $12,016-36.4% | $7,234+5.7% |