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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 | $93,490 | $93,598-0.1% | $135,974-31.2% | $75,173+24.4% |
| Participation rate | 61.3% | 75.2%-13.9pp | 81.9%-20.6pp | 67.2%-5.9pp |
| Annual return | 14.86% | 30.89%-16.0pp | 68.30%-53.4pp | 160.72%-145.9pp |
| Employer contribution / active EE | $1,759 | $3,538-50.3% | $4,859-63.8% | $2,671-34.1% |
| Participant deferral / active EE | $4,866 | $6,405-24.0% | $7,760-37.3% | $4,126+17.9% |
| Admin fee / account holder | $778 | $6,978-88.8% | $10,767-92.8% | $5,651-86.2% |