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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 | $86,919+4.1% | $102,457-11.7% | $80,911+11.8% |
| Participation rate | 61.0% | 72.4%-11.4pp | 76.5%-15.5pp | 67.6%-6.7pp |
| Annual return | 7.63% | 18.90%-11.3pp | 29.41%-21.8pp | 35.63%-28.0pp |
| Employer contribution / active EE | $1,053 | $2,368-55.5% | $3,022-65.1% | $2,756-61.8% |
| Participant deferral / active EE | $3,840 | $4,119-6.8% | $5,054-24.0% | $4,297-10.6% |
| Admin fee / account holder | $19,436 | $8,049+141.5% | $9,451+105.6% | $6,935+180.3% |