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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 | $91,714 | $108,882-15.8% | $96,754-5.2% | $154,746-40.7% |
| Participation rate | 37.5% | 75.1%-37.6pp | 70.3%-32.8pp | 80.7%-43.2pp |
| Annual return | 8.81% | 98.39%-89.6pp | 82.04%-73.2pp | 172.34%-163.5pp |
| Employer contribution / active EE | $2,024 | $3,018-32.9% | $2,679-24.4% | $4,379-53.8% |
| Participant deferral / active EE | $3,126 | $5,323-41.3% | $4,758-34.3% | $6,730-53.6% |
| Admin fee / account holder | $7,393 | $10,200-27.5% | $8,905-17.0% | $14,365-48.5% |