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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 | $90,097 | $73,988+21.8% | $96,538-6.7% | $75,177+19.8% |
| Participation rate | 43.2% | 66.4%-23.2pp | 74.3%-31.2pp | 67.2%-24.0pp |
| Annual return | 12.61% | 26.73%-14.1pp | 35.74%-23.1pp | 160.75%-148.1pp |
| Employer contribution / active EE | $1,461 | $2,930-50.1% | $3,740-60.9% | $2,671-45.3% |
| Participant deferral / active EE | $1,926 | $3,660-47.4% | $4,880-60.5% | $4,126-53.3% |
| Admin fee / account holder | $7,070 | $5,220+35.5% | $6,737+4.9% | $5,651+25.1% |