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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 | $94,155 | $71,230+32.2% | $93,727+0.5% | $80,959+16.3% |
| Participation rate | 59.8% | 60.4%-0.6pp | 68.7%-9.0pp | 67.7%-7.9pp |
| Annual return | 9.51% | 11.26%-1.7pp | 133.83%-124.3pp | 35.67%-26.2pp |
| Employer contribution / active EE | $1,000 | $1,565-36.1% | $2,421-58.7% | $2,757-63.7% |
| Participant deferral / active EE | $4,223 | $4,037+4.6% | $4,417-4.4% | $4,300-1.8% |
| Admin fee / account holder | $14,987 | $6,961+115.3% | $8,292+80.7% | $6,925+116.4% |