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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 | $98,092 | $90,674+8.2% | $96,707+1.4% | $82,448+19.0% |
| Participation rate | 59.3% | 75.9%-16.7pp | 80.4%-21.1pp | 68.1%-8.8pp |
| Annual return | 13.33% | 49.05%-35.7pp | 34.78%-21.5pp | 41.64%-28.3pp |
| Employer contribution / active EE | $1,950 | $3,975-50.9% | $4,191-53.5% | $2,551-23.6% |
| Participant deferral / active EE | $3,603 | $5,696-36.7% | $5,997-39.9% | $4,139-13.0% |
| Admin fee / account holder | $2,079 | $7,568-72.5% | $7,503-72.3% | $7,234-71.3% |