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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 | $93,275 | $78,707+18.5% | $117,861-20.9% | $70,126+33.0% |
| Participation rate | 65.5% | 73.2%-7.7pp | 79.7%-14.1pp | 69.5%-4.0pp |
| Annual return | 12.31% | 23.30%-11.0pp | 335.11%-322.8pp | 73.15%-60.8pp |
| Employer contribution / active EE | $1,920 | $2,223-13.6% | $3,786-49.3% | $2,343-18.0% |
| Participant deferral / active EE | $3,199 | $3,297-3.0% | $4,482-28.6% | $3,332-4.0% |
| Admin fee / account holder | $2,381 | $5,066-53.0% | $8,021-70.3% | $4,645-48.7% |