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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 | $80,208 | $54,541+47.1% | $78,778+1.8% | $70,126+14.4% |
| Participation rate | 57.7% | 60.8%-3.1pp | 69.2%-11.5pp | 69.5%-11.8pp |
| Annual return | 11.31% | 21.07%-9.8pp | 35.62%-24.3pp | 73.15%-61.8pp |
| Employer contribution / active EE | $633 | $1,089-41.9% | $1,986-68.1% | $2,343-73.0% |
| Participant deferral / active EE | $2,272 | $2,210+2.8% | $2,958-23.2% | $3,332-31.8% |
| Admin fee / account holder | $2,688 | $3,709-27.5% | $5,134-47.6% | $4,645-42.1% |