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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 | $89,914 | $73,787+21.9% | $98,716-8.9% | $82,448+9.1% |
| Participation rate | 57.0% | 61.4%-4.4pp | 69.3%-12.3pp | 68.1%-11.1pp |
| Annual return | 11.83% | 18.57%-6.7pp | 31.81%-20.0pp | 41.64%-29.8pp |
| Employer contribution / active EE | $2,037 | $1,511+34.8% | $2,279-10.6% | $2,551-20.1% |
| Participant deferral / active EE | $4,929 | $3,081+59.9% | $4,048+21.8% | $4,139+19.1% |
| Admin fee / account holder | $23,506 | $6,500+261.6% | $8,703+170.1% | $7,234+224.9% |