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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 | $112,929 | $108,825+3.8% | $156,181-27.7% | $82,448+37.0% |
| Participation rate | 58.3% | 72.4%-14.0pp | 78.8%-20.5pp | 68.1%-9.7pp |
| Annual return | 10.27% | 20.59%-10.3pp | 64.87%-54.6pp | 41.64%-31.4pp |
| Employer contribution / active EE | $1,778 | $2,870-38.1% | $4,294-58.6% | $2,551-30.3% |
| Participant deferral / active EE | $5,523 | $4,577+20.7% | $6,132-9.9% | $4,139+33.4% |
| Admin fee / account holder | $16,104 | $9,341+72.4% | $14,586+10.4% | $7,234+122.6% |