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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 | $87,261 | $102,609-15.0% | $98,090-11.0% | $138,895-37.2% |
| Participation rate | 68.8% | 82.8%-14.0pp | 81.5%-12.8pp | 79.9%-11.2pp |
| Annual return | 12.02% | 36.44%-24.4pp | 37.05%-25.0pp | 145.39%-133.4pp |
| Employer contribution / active EE | $3,178 | $3,867-17.8% | $3,606-11.9% | $4,194-24.2% |
| Participant deferral / active EE | $8,126 | $8,167-0.5% | $7,845+3.6% | $6,396+27.0% |
| Admin fee / account holder | $35,270 | $11,434+208.5% | $11,815+198.5% | $12,562+180.8% |