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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 | $75,541+20.0% | $152,093-40.4% | $82,637+9.7% |
| Participation rate | 65.0% | 66.5%-1.5pp | 77.8%-12.8pp | 68.1%-3.1pp |
| Annual return | 12.33% | 32.56%-20.2pp | 66.36%-54.0pp | 53.51%-41.2pp |
| Employer contribution / active EE | $2,500 | $2,622-4.7% | $4,175-40.1% | $2,552-2.0% |
| Participant deferral / active EE | $3,787 | $3,206+18.1% | $5,451-30.5% | $4,126-8.2% |
| Admin fee / account holder | $5,428 | $6,405-15.3% | $14,497-62.6% | $7,339-26.0% |