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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 | $92,058 | $58,627+57.0% | $76,735+20.0% | $82,448+11.7% |
| Participation rate | 67.7% | 63.2%+4.5pp | 69.5%-1.8pp | 68.1%-0.3pp |
| Annual return | 12.04% | 39.10%-27.1pp | 29.77%-17.7pp | 41.64%-29.6pp |
| Employer contribution / active EE | $1,949 | $1,729+12.7% | $2,454-20.6% | $2,551-23.6% |
| Participant deferral / active EE | $3,590 | $3,134+14.6% | $4,088-12.2% | $4,139-13.3% |
| Admin fee / account holder | $1,827 | $5,323-65.7% | $7,189-74.6% | $7,234-74.7% |