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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 | $80,941 | $83,485-3.0% | $125,192-35.3% | $72,975+10.9% |
| Participation rate | 36.0% | 73.3%-37.3pp | 79.8%-43.8pp | 69.5%-33.5pp |
| Annual return | 11.04% | 25.77%-14.7pp | 43.79%-32.8pp | 81.01%-70.0pp |
| Employer contribution / active EE | $841 | $2,346-64.1% | $3,866-78.2% | $2,440-65.5% |
| Participant deferral / active EE | $2,730 | $3,586-23.9% | $4,937-44.7% | $3,608-24.3% |
| Admin fee / account holder | $2,033 | $5,518-63.2% | $9,704-79.0% | $5,124-60.3% |