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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 | $85,710 | $86,919-1.4% | $102,457-16.3% | $80,911+5.9% |
| Participation rate | 66.7% | 72.4%-5.7pp | 76.5%-9.8pp | 67.6%-1.0pp |
| Annual return | 9.82% | 18.90%-9.1pp | 29.41%-19.6pp | 35.63%-25.8pp |
| Employer contribution / active EE | $1,718 | $2,368-27.5% | $3,022-43.2% | $2,756-37.7% |
| Participant deferral / active EE | $2,473 | $4,119-40.0% | $5,054-51.1% | $4,297-42.4% |
| Admin fee / account holder | $4,756 | $8,049-40.9% | $9,451-49.7% | $6,935-31.4% |