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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 | $86,706 | $201,264-56.9% | $184,185-52.9% | $145,978-40.6% |
| Participation rate | 63.2% | 87.5%-24.3pp | 86.8%-23.7pp | 80.3%-17.1pp |
| Annual return | 9.50% | 29.00%-19.5pp | 28.81%-19.3pp | 550.52%-541.0pp |
| Employer contribution / active EE | $2,146 | $7,021-69.4% | $6,426-66.6% | $4,662-54.0% |
| Participant deferral / active EE | $6,921 | $9,806-29.4% | $9,132-24.2% | $6,690+3.5% |
| Admin fee / account holder | $2,272 | $16,376-86.1% | $13,909-83.7% | $13,400-83.0% |