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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 | $98,519 | $95,404+3.3% | $113,397-13.1% | $82,637+19.2% |
| Participation rate | 64.9% | 72.8%-8.0pp | 76.5%-11.6pp | 68.1%-3.2pp |
| Annual return | 11.66% | 19.08%-7.4pp | 23.20%-11.5pp | 53.51%-41.8pp |
| Employer contribution / active EE | $1,319 | $2,307-42.8% | $2,977-55.7% | $2,552-48.3% |
| Participant deferral / active EE | $3,279 | $4,220-22.3% | $5,076-35.4% | $4,126-20.5% |
| Admin fee / account holder | $2,761 | $9,168-69.9% | $11,957-76.9% | $7,339-62.4% |