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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 | $88,659 | $81,504+8.8% | $102,437-13.5% | $80,959+9.5% |
| Participation rate | 62.1% | 66.9%-4.8pp | 74.5%-12.4pp | 67.7%-5.6pp |
| Annual return | 10.42% | 25.60%-15.2pp | 24.95%-14.5pp | 35.67%-25.2pp |
| Employer contribution / active EE | $1,517 | $3,104-51.1% | $3,871-60.8% | $2,757-45.0% |
| Participant deferral / active EE | $3,291 | $3,871-15.0% | $5,060-35.0% | $4,300-23.5% |
| Admin fee / account holder | $1,514 | $6,719-77.5% | $8,388-82.0% | $6,925-78.1% |