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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 | $98,014 | $80,992+21.0% | $96,534+1.5% | $75,173+30.4% |
| Participation rate | 58.2% | 71.8%-13.6pp | 76.0%-17.8pp | 67.2%-9.0pp |
| Annual return | 10.88% | 27.05%-16.2pp | 25.88%-15.0pp | 160.72%-149.8pp |
| Employer contribution / active EE | $1,657 | $2,283-27.4% | $2,965-44.1% | $2,671-38.0% |
| Participant deferral / active EE | $3,042 | $3,929-22.6% | $4,851-37.3% | $4,126-26.3% |
| Admin fee / account holder | $4,104 | $6,717-38.9% | $8,253-50.3% | $5,651-27.4% |