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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 | $112,971 | $86,949+29.9% | $102,460+10.3% | $80,959+39.5% |
| Participation rate | 63.2% | 72.4%-9.2pp | 76.5%-13.4pp | 67.7%-4.5pp |
| Annual return | 8.21% | 18.89%-10.7pp | 29.47%-21.3pp | 35.67%-27.5pp |
| Employer contribution / active EE | $1,905 | $2,370-19.6% | $3,025-37.0% | $2,757-30.9% |
| Participant deferral / active EE | $3,656 | $4,121-11.3% | $5,056-27.7% | $4,300-15.0% |
| Admin fee / account holder | $1,971 | $8,048-75.5% | $9,460-79.2% | $6,925-71.5% |