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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 | $99,762 | $71,230+40.1% | $93,727+6.4% | $80,959+23.2% |
| Participation rate | 56.7% | 60.4%-3.7pp | 68.7%-12.0pp | 67.7%-11.0pp |
| Annual return | 9.92% | 11.26%-1.3pp | 133.83%-123.9pp | 35.67%-25.7pp |
| Employer contribution / active EE | $1,568 | $1,565+0.2% | $2,421-35.3% | $2,757-43.1% |
| Participant deferral / active EE | $3,835 | $4,037-5.0% | $4,417-13.2% | $4,300-10.8% |
| Admin fee / account holder | $1,899 | $6,961-72.7% | $8,292-77.1% | $6,925-72.6% |