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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 | $88,503 | $73,955+19.7% | $96,520-8.3% | $75,181+17.7% |
| Participation rate | 67.2% | 66.4%+0.7pp | 74.3%-7.2pp | 67.2%0pp |
| Annual return | 13.09% | 26.72%-13.6pp | 35.72%-22.6pp | 160.69%-147.6pp |
| Employer contribution / active EE | $1,279 | $2,930-56.3% | $3,739-65.8% | $2,671-52.1% |
| Participant deferral / active EE | $2,869 | $3,659-21.6% | $4,879-41.2% | $4,126-30.5% |
| Admin fee / account holder | $8,601 | $5,217+64.9% | $6,733+27.7% | $5,650+52.2% |