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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 | $90,089 | $73,978+21.8% | $96,515-6.7% | $75,173+19.8% |
| Participation rate | 51.4% | 66.4%-15.0pp | 74.3%-22.9pp | 67.2%-15.8pp |
| Annual return | 11.93% | 26.72%-14.8pp | 35.73%-23.8pp | 160.72%-148.8pp |
| Employer contribution / active EE | $2,221 | $2,931-24.2% | $3,740-40.6% | $2,671-16.9% |
| Participant deferral / active EE | $4,095 | $3,660+11.9% | $4,880-16.1% | $4,126-0.8% |
| Admin fee / account holder | $683 | $5,219-86.9% | $6,735-89.9% | $5,651-87.9% |