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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 | $102,767 | $81,487+26.1% | $102,412+0.3% | $80,935+27.0% |
| Participation rate | 58.9% | 66.8%-7.9pp | 74.5%-15.6pp | 67.7%-8.7pp |
| Annual return | 10.13% | 25.60%-15.5pp | 24.94%-14.8pp | 35.66%-25.5pp |
| Employer contribution / active EE | $1,617 | $3,103-47.9% | $3,870-58.2% | $2,757-41.3% |
| Participant deferral / active EE | $2,636 | $3,871-31.9% | $5,060-47.9% | $4,299-38.7% |
| Admin fee / account holder | $5,729 | $6,717-14.7% | $8,388-31.7% | $6,924-17.3% |