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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 | $97,815 | $81,446+20.1% | $103,374-5.4% | $80,874+20.9% |
| Participation rate | 51.5% | 66.9%-15.3pp | 74.5%-23.0pp | 67.6%-16.1pp |
| Annual return | 6.60% | 25.57%-19.0pp | 24.89%-18.3pp | 35.62%-29.0pp |
| Employer contribution / active EE | $1,694 | $3,107-45.5% | $3,869-56.2% | $2,756-38.5% |
| Participant deferral / active EE | $4,508 | $3,870+16.5% | $5,058-10.9% | $4,297+4.9% |
| Admin fee / account holder | $9,460 | $6,715+40.9% | $8,394+12.7% | $6,935+36.4% |