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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 | $112,155 | $108,825+3.1% | $156,181-28.2% | $82,448+36.0% |
| Participation rate | 61.7% | 72.4%-10.7pp | 78.8%-17.1pp | 68.1%-6.4pp |
| Annual return | 7.08% | 20.59%-13.5pp | 64.87%-57.8pp | 41.64%-34.6pp |
| Employer contribution / active EE | $790 | $2,870-72.5% | $4,294-81.6% | $2,551-69.0% |
| Participant deferral / active EE | $3,476 | $4,577-24.1% | $6,132-43.3% | $4,139-16.0% |
| Admin fee / account holder | $9,204 | $9,341-1.5% | $14,586-36.9% | $7,234+27.2% |