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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 | $69,273+28.7% | $90,796-1.8% | $82,637+7.9% |
| Participation rate | 63.0% | 64.0%-1.1pp | 69.5%-6.5pp | 68.1%-5.1pp |
| Annual return | 11.81% | 18.37%-6.6pp | 19.29%-7.5pp | 53.51%-41.7pp |
| Employer contribution / active EE | $1,714 | $1,865-8.1% | $2,294-25.3% | $2,552-32.9% |
| Participant deferral / active EE | $3,598 | $3,047+18.1% | $3,822-5.9% | $4,126-12.8% |
| Admin fee / account holder | $2,675 | $5,511-51.5% | $7,024-61.9% | $7,339-63.5% |