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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 | $95,159 | $201,372-52.7% | $184,260-48.4% | $145,884-34.8% |
| Participation rate | 58.3% | 87.5%-29.2pp | 86.8%-28.5pp | 80.3%-22.0pp |
| Annual return | 5.27% | 29.04%-23.8pp | 28.84%-23.6pp | 551.85%-546.6pp |
| Employer contribution / active EE | $3,771 | $7,024-46.3% | $6,427-41.3% | $4,662-19.1% |
| Participant deferral / active EE | $11,984 | $9,808+22.2% | $9,133+31.2% | $6,690+79.1% |
| Admin fee / account holder | $24,362 | $16,362+48.9% | $13,898+75.3% | $13,392+81.9% |