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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 | $102,229 | $101,778+0.4% | $164,975-38.0% | $80,925+26.3% |
| Participation rate | 64.5% | 71.8%-7.3pp | 78.6%-14.1pp | 67.7%-3.1pp |
| Annual return | 9.36% | 16.73%-7.4pp | 70.12%-60.8pp | 35.65%-26.3pp |
| Employer contribution / active EE | $2,084 | $2,954-29.4% | $4,343-52.0% | $2,756-24.4% |
| Participant deferral / active EE | $2,578 | $4,477-42.4% | $6,033-57.3% | $4,299-40.0% |
| Admin fee / account holder | $1,407 | $8,221-82.9% | $12,688-88.9% | $6,940-79.7% |