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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 | $86,806 | $25,014+247.0% | $69,632+24.7% | $80,959+7.2% |
| Participation rate | 60.0% | 64.2%-4.2pp | 66.4%-6.4pp | 67.7%-7.7pp |
| Annual return | 10.65% | 19.08%-8.4pp | 101.32%-90.7pp | 35.67%-25.0pp |
| Employer contribution / active EE | $1,636 | $991+65.1% | $1,708-4.2% | $2,757-40.7% |
| Participant deferral / active EE | $3,694 | $1,840+100.8% | $2,889+27.9% | $4,300-14.1% |
| Admin fee / account holder | $11,625 | $2,491+366.7% | $4,695+147.6% | $6,925+67.9% |