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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 | $94,768 | $73,978+28.1% | $96,515-1.8% | $75,173+26.1% |
| Participation rate | 64.9% | 66.4%-1.5pp | 74.3%-9.4pp | 67.2%-2.3pp |
| Annual return | 12.41% | 26.72%-14.3pp | 35.73%-23.3pp | 160.72%-148.3pp |
| Employer contribution / active EE | $1,689 | $2,931-42.4% | $3,740-54.8% | $2,671-36.8% |
| Participant deferral / active EE | $3,897 | $3,660+6.5% | $4,880-20.1% | $4,126-5.6% |
| Admin fee / account holder | $2,884 | $5,219-44.7% | $6,735-57.2% | $5,651-49.0% |