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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 | $94,855 | $80,992+17.1% | $96,534-1.7% | $75,173+26.2% |
| Participation rate | 60.0% | 71.8%-11.8pp | 76.0%-16.0pp | 67.2%-7.2pp |
| Annual return | 10.64% | 27.05%-16.4pp | 25.88%-15.2pp | 160.72%-150.1pp |
| Employer contribution / active EE | $1,600 | $2,283-29.9% | $2,965-46.0% | $2,671-40.1% |
| Participant deferral / active EE | $2,963 | $3,929-24.6% | $4,851-38.9% | $4,126-28.2% |
| Admin fee / account holder | $11,687 | $6,717+74.0% | $8,253+41.6% | $5,651+106.8% |