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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 | $82,786 | $58,627+41.2% | $76,735+7.9% | $82,448+0.4% |
| Participation rate | 54.1% | 63.2%-9.1pp | 69.5%-15.4pp | 68.1%-14.0pp |
| Annual return | 12.01% | 39.10%-27.1pp | 29.77%-17.8pp | 41.64%-29.6pp |
| Employer contribution / active EE | $2,775 | $1,729+60.5% | $2,454+13.1% | $2,551+8.8% |
| Participant deferral / active EE | $3,339 | $3,134+6.6% | $4,088-18.3% | $4,139-19.3% |
| Admin fee / account holder | $15,922 | $5,323+199.1% | $7,189+121.5% | $7,234+120.1% |