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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 | $74,535+20.6% | $100,712-10.7% | $82,637+8.8% |
| Participation rate | 57.0% | 61.2%-4.2pp | 69.3%-12.3pp | 68.1%-11.1pp |
| Annual return | 11.83% | 18.92%-7.1pp | 33.27%-21.4pp | 53.51%-41.7pp |
| Employer contribution / active EE | $2,037 | $1,503+35.6% | $2,313-11.9% | $2,552-20.2% |
| Participant deferral / active EE | $4,929 | $3,074+60.3% | $4,085+20.6% | $4,126+19.5% |
| Admin fee / account holder | $23,506 | $6,576+257.5% | $9,256+153.9% | $7,339+220.3% |