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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 | $86,922-4.8% | $102,438-19.2% | $80,874+2.3% |
| Participation rate | 48.0% | 72.4%-24.4pp | 76.5%-28.5pp | 67.6%-19.6pp |
| Annual return | 5.79% | 18.90%-13.1pp | 29.37%-23.6pp | 35.62%-29.8pp |
| Employer contribution / active EE | $1,752 | $2,369-26.1% | $3,024-42.1% | $2,756-36.4% |
| Participant deferral / active EE | $3,852 | $4,119-6.5% | $5,054-23.8% | $4,297-10.4% |
| Admin fee / account holder | $4,785 | $8,050-40.6% | $9,448-49.4% | $6,935-31.0% |