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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 | $90,677 | $76,407+18.7% | $150,298-39.7% | $82,448+10.0% |
| Participation rate | 65.0% | 66.4%-1.4pp | 77.8%-12.8pp | 68.1%-3.1pp |
| Annual return | 12.33% | 39.99%-27.7pp | 62.79%-50.5pp | 41.64%-29.3pp |
| Employer contribution / active EE | $2,500 | $2,614-4.4% | $4,154-39.8% | $2,551-2.0% |
| Participant deferral / active EE | $3,787 | $3,214+17.8% | $5,453-30.6% | $4,139-8.5% |
| Admin fee / account holder | $5,428 | $6,352-14.6% | $14,116-61.5% | $7,234-25.0% |