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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 | $89,144 | $67,894+31.3% | $89,340-0.2% | $82,448+8.1% |
| Participation rate | 63.0% | 64.0%-1.1pp | 69.6%-6.6pp | 68.1%-5.1pp |
| Annual return | 11.81% | 19.21%-7.4pp | 20.57%-8.8pp | 41.64%-29.8pp |
| Employer contribution / active EE | $1,714 | $1,828-6.2% | $2,231-23.2% | $2,551-32.8% |
| Participant deferral / active EE | $3,598 | $3,072+17.1% | $3,823-5.9% | $4,139-13.1% |
| Admin fee / account holder | $2,675 | $5,723-53.3% | $6,704-60.1% | $7,234-63.0% |