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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 | $86,949-1.4% | $102,460-16.3% | $80,959+5.9% |
| Participation rate | 66.7% | 72.4%-5.7pp | 76.5%-9.8pp | 67.7%-1.0pp |
| Annual return | 9.82% | 18.89%-9.1pp | 29.47%-19.6pp | 35.67%-25.8pp |
| Employer contribution / active EE | $1,718 | $2,370-27.5% | $3,025-43.2% | $2,757-37.7% |
| Participant deferral / active EE | $2,473 | $4,121-40.0% | $5,056-51.1% | $4,300-42.5% |
| Admin fee / account holder | $4,756 | $8,048-40.9% | $9,460-49.7% | $6,925-31.3% |