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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 | $88,858 | $85,060+4.5% | $70,565+25.9% | $139,487-36.3% |
| Participation rate | 61.1% | 73.9%-12.8pp | 68.4%-7.2pp | 80.3%-19.2pp |
| Annual return | 9.60% | 30.39%-20.8pp | 32.79%-23.2pp | 373.84%-364.2pp |
| Employer contribution / active EE | $1,805 | $3,912-53.9% | $2,976-39.4% | $4,755-62.0% |
| Participant deferral / active EE | $2,317 | $5,891-60.7% | $4,568-49.3% | $6,713-65.5% |
| Admin fee / account holder | $4,831 | $8,932-45.9% | $6,430-24.9% | $11,407-57.7% |