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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 | $90,484 | $86,949+4.1% | $102,460-11.7% | $80,959+11.8% |
| Participation rate | 61.0% | 72.4%-11.4pp | 76.5%-15.5pp | 67.7%-6.7pp |
| Annual return | 7.63% | 18.89%-11.3pp | 29.47%-21.8pp | 35.67%-28.0pp |
| Employer contribution / active EE | $1,053 | $2,370-55.6% | $3,025-65.2% | $2,757-61.8% |
| Participant deferral / active EE | $3,840 | $4,121-6.8% | $5,056-24.1% | $4,300-10.7% |
| Admin fee / account holder | $19,436 | $8,048+141.5% | $9,460+105.5% | $6,925+180.7% |