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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 | $96,788 | $124,980-22.6% | $108,359-10.7% | $154,746-37.5% |
| Participation rate | 62.5% | 75.2%-12.7pp | 70.1%-7.6pp | 80.7%-18.2pp |
| Annual return | 6.75% | 45.00%-38.3pp | 36.89%-30.1pp | 172.34%-165.6pp |
| Employer contribution / active EE | $1,982 | $2,851-30.5% | $2,399-17.4% | $4,379-54.7% |
| Participant deferral / active EE | $9,964 | $4,743+110.1% | $4,137+140.8% | $6,730+48.0% |
| Admin fee / account holder | $1,301 | $11,502-88.7% | $9,741-86.6% | $14,365-90.9% |