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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 | $93,848 | $100,194-6.3% | $122,979-23.7% | $86,983+7.9% |
| Participation rate | 58.8% | 73.0%-14.1pp | 77.2%-18.4pp | 69.5%-10.7pp |
| Annual return | 7.88% | 16.47%-8.6pp | 20.12%-12.2pp | 25.83%-18.0pp |
| Employer contribution / active EE | $1,217 | $2,326-47.7% | $3,062-60.2% | $2,584-52.9% |
| Participant deferral / active EE | $1,964 | $4,133-52.5% | $5,003-60.7% | $4,194-53.2% |
| Admin fee / account holder | $10,486 | $10,148+3.3% | $12,864-18.5% | $7,856+33.5% |