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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 | $92,216 | $71,353+29.2% | $92,805-0.6% | $86,983+6.0% |
| Participation rate | 64.8% | 80.9%-16.1pp | 83.5%-18.7pp | 69.5%-4.7pp |
| Annual return | 12.48% | 44.68%-32.2pp | 31.59%-19.1pp | 25.83%-13.3pp |
| Employer contribution / active EE | $3,093 | $2,468+25.3% | $3,424-9.7% | $2,584+19.7% |
| Participant deferral / active EE | $5,512 | $6,966-20.9% | $8,448-34.7% | $4,194+31.4% |
| Admin fee / account holder | $2,925 | $6,099-52.0% | $10,911-73.2% | $7,856-62.8% |