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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 | $89,639 | $87,733+2.2% | $106,555-15.9% | $85,847+4.4% |
| Participation rate | 58.3% | 71.9%-13.6pp | 76.1%-17.8pp | 69.3%-11.0pp |
| Annual return | 10.62% | 21.86%-11.2pp | 26.80%-16.2pp | 318.61%-308.0pp |
| Employer contribution / active EE | $1,229 | $2,073-40.7% | $2,819-56.4% | $2,565-52.1% |
| Participant deferral / active EE | $2,307 | $3,469-33.5% | $4,399-47.5% | $3,952-41.6% |
| Admin fee / account holder | $2,036 | $6,767-69.9% | $7,408-72.5% | $6,261-67.5% |