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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 | $88,218 | $80,985+8.9% | $96,576-8.7% | $75,181+17.3% |
| Participation rate | 64.5% | 71.8%-7.3pp | 76.0%-11.5pp | 67.2%-2.7pp |
| Annual return | 11.93% | 27.05%-15.1pp | 25.87%-13.9pp | 160.69%-148.8pp |
| Employer contribution / active EE | $2,022 | $2,282-11.4% | $2,965-31.8% | $2,671-24.3% |
| Participant deferral / active EE | $2,803 | $3,929-28.6% | $4,851-42.2% | $4,126-32.1% |
| Admin fee / account holder | $1,638 | $6,719-75.6% | $8,253-80.2% | $5,650-71.0% |