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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 | $88,770 | $110,379-19.6% | $102,412-13.3% | $145,884-39.2% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.5%-12.0pp | 80.3%-17.8pp |
| Annual return | 8.95% | 24.84%-15.9pp | 24.94%-16.0pp | 551.85%-542.9pp |
| Employer contribution / active EE | $1,839 | $4,216-56.4% | $3,870-52.5% | $4,662-60.6% |
| Participant deferral / active EE | $6,078 | $5,622+8.1% | $5,060+20.1% | $6,690-9.1% |
| Admin fee / account holder | $1,989 | $9,745-79.6% | $8,388-76.3% | $13,392-85.1% |