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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 | $93,137 | $81,504+14.3% | $102,437-9.1% | $80,959+15.0% |
| Participation rate | 42.3% | 66.9%-24.5pp | 74.5%-32.2pp | 67.7%-25.4pp |
| Annual return | 9.87% | 25.60%-15.7pp | 24.95%-15.1pp | 35.67%-25.8pp |
| Employer contribution / active EE | $1,948 | $3,104-37.2% | $3,871-49.7% | $2,757-29.3% |
| Participant deferral / active EE | $4,724 | $3,871+22.0% | $5,060-6.6% | $4,300+9.8% |
| Admin fee / account holder | $3,250 | $6,719-51.6% | $8,388-61.3% | $6,925-53.1% |