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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 | $82,762 | $86,940-4.8% | $102,434-19.2% | $80,935+2.3% |
| Participation rate | 48.0% | 72.4%-24.4pp | 76.5%-28.5pp | 67.7%-19.7pp |
| Annual return | 5.79% | 18.89%-13.1pp | 29.46%-23.7pp | 35.66%-29.9pp |
| Employer contribution / active EE | $1,752 | $2,370-26.1% | $3,023-42.0% | $2,757-36.4% |
| Participant deferral / active EE | $3,852 | $4,121-6.5% | $5,055-23.8% | $4,299-10.4% |
| Admin fee / account holder | $4,785 | $8,047-40.5% | $9,462-49.4% | $6,924-30.9% |