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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 | $111,288 | $81,476+36.6% | $102,383+8.7% | $80,925+37.5% |
| Participation rate | 66.7% | 66.8%-0.2pp | 74.5%-7.8pp | 67.7%-1.0pp |
| Annual return | 8.14% | 25.59%-17.5pp | 24.94%-16.8pp | 35.65%-27.5pp |
| Employer contribution / active EE | $1,931 | $3,105-37.8% | $3,870-50.1% | $2,756-29.9% |
| Participant deferral / active EE | $5,335 | $3,871+37.8% | $5,060+5.4% | $4,299+24.1% |
| Admin fee / account holder | $84,390 | $6,717+1156.3% | $8,391+905.7% | $6,940+1116.0% |