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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 | $81,403+15.8% | $147,027-35.9% | $87,485+7.7% |
| Participation rate | 56.6% | 63.4%-6.8pp | 73.7%-17.1pp | 68.9%-12.3pp |
| Annual return | 10.95% | 16.51%-5.6pp | 20.23%-9.3pp | 26.06%-15.1pp |
| Employer contribution / active EE | $882 | $2,205-60.0% | $3,626-75.7% | $2,596-66.0% |
| Participant deferral / active EE | $3,652 | $3,315+10.2% | $4,933-26.0% | $4,274-14.5% |
| Admin fee / account holder | $7,646 | $6,755+13.2% | $12,223-37.4% | $7,775-1.7% |