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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 | $112,995 | $108,825+3.8% | $156,181-27.7% | $82,448+37.1% |
| Participation rate | 60.4% | 72.4%-12.0pp | 78.8%-18.5pp | 68.1%-7.7pp |
| Annual return | 3.56% | 20.59%-17.0pp | 64.87%-61.3pp | 41.64%-38.1pp |
| Employer contribution / active EE | $1,568 | $2,870-45.4% | $4,294-63.5% | $2,551-38.5% |
| Participant deferral / active EE | $4,634 | $4,577+1.2% | $6,132-24.4% | $4,139+11.9% |
| Admin fee / account holder | $2,425 | $9,341-74.0% | $14,586-83.4% | $7,234-66.5% |