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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 | $89,339 | $81,457+9.7% | $103,378-13.6% | $80,911+10.4% |
| Participation rate | 60.5% | 66.8%-6.3pp | 74.5%-14.0pp | 67.6%-7.1pp |
| Annual return | 9.82% | 25.58%-15.8pp | 24.91%-15.1pp | 35.63%-25.8pp |
| Employer contribution / active EE | $1,937 | $3,107-37.7% | $3,870-50.0% | $2,756-29.7% |
| Participant deferral / active EE | $2,927 | $3,871-24.4% | $5,058-42.1% | $4,297-31.9% |
| Admin fee / account holder | $8,648 | $6,717+28.8% | $8,401+2.9% | $6,935+24.7% |