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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 | $87,215 | $72,177+20.8% | $115,038-24.2% | $59,633+46.3% |
| Participation rate | 67.2% | 72.6%-5.3pp | 81.4%-14.1pp | 68.7%-1.4pp |
| Annual return | -4.07% | 12.02%-16.1pp | 26.14%-30.2pp | 2041.45%-2045.5pp |
| Employer contribution / active EE | $1,973 | $2,841-30.6% | $4,608-57.2% | $2,203-10.4% |
| Participant deferral / active EE | $8,782 | $4,783+83.6% | $6,026+45.7% | $3,192+175.1% |
| Admin fee / account holder | $5,353 | $4,927+8.6% | $8,175-34.5% | $4,297+24.6% |