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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 | $90,121 | $86,940+3.7% | $102,434-12.0% | $80,935+11.3% |
| Participation rate | 58.9% | 72.4%-13.5pp | 76.5%-17.6pp | 67.7%-8.8pp |
| Annual return | 8.97% | 18.89%-9.9pp | 29.46%-20.5pp | 35.66%-26.7pp |
| Employer contribution / active EE | $1,638 | $2,370-30.9% | $3,023-45.8% | $2,757-40.6% |
| Participant deferral / active EE | $2,429 | $4,121-41.1% | $5,055-52.0% | $4,299-43.5% |
| Admin fee / account holder | $1,951 | $8,047-75.8% | $9,462-79.4% | $6,924-71.8% |