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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 | $102,792 | $72,273+42.2% | $101,275+1.5% | $79,856+28.7% |
| Participation rate | 67.6% | 68.5%-0.8pp | 75.8%-8.2pp | 69.6%-2.0pp |
| Annual return | 5.92% | 22.30%-16.4pp | 46.48%-40.6pp | 31.71%-25.8pp |
| Employer contribution / active EE | $1,019 | $2,691-62.1% | $3,660-72.2% | $2,471-58.8% |
| Participant deferral / active EE | $1,829 | $3,282-44.3% | $4,371-58.2% | $3,741-51.1% |
| Admin fee / account holder | $2,404 | $4,401-45.4% | $5,948-59.6% | $5,306-54.7% |