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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 | $97,019 | $86,919+11.6% | $102,457-5.3% | $80,911+19.9% |
| Participation rate | 48.9% | 72.4%-23.4pp | 76.5%-27.6pp | 67.6%-18.7pp |
| Annual return | 9.51% | 18.90%-9.4pp | 29.41%-19.9pp | 35.63%-26.1pp |
| Employer contribution / active EE | $1,720 | $2,368-27.4% | $3,022-43.1% | $2,756-37.6% |
| Participant deferral / active EE | $4,029 | $4,119-2.2% | $5,054-20.3% | $4,297-6.2% |
| Admin fee / account holder | $8,103 | $8,049+0.7% | $9,451-14.3% | $6,935+16.9% |