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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 | $114,590 | $84,953+34.9% | $163,379-29.9% | $82,637+38.7% |
| Participation rate | 53.3% | 65.9%-12.6pp | 76.8%-23.5pp | 68.1%-14.7pp |
| Annual return | 12.32% | 23.07%-10.8pp | 63.41%-51.1pp | 53.51%-41.2pp |
| Employer contribution / active EE | $2,298 | $2,183+5.3% | $3,752-38.8% | $2,552-10.0% |
| Participant deferral / active EE | $4,315 | $4,326-0.3% | $6,282-31.3% | $4,126+4.6% |
| Admin fee / account holder | $8,206 | $7,921+3.6% | $9,818-16.4% | $7,339+11.8% |