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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 | $95,611 | $91,559+4.4% | $133,978-28.6% | $79,856+19.7% |
| Participation rate | 68.0% | 73.3%-5.3pp | 79.8%-11.8pp | 69.6%-1.6pp |
| Annual return | 9.91% | 61.85%-51.9pp | 45.10%-35.2pp | 31.71%-21.8pp |
| Employer contribution / active EE | $1,141 | $2,384-52.2% | $3,919-70.9% | $2,471-53.8% |
| Participant deferral / active EE | $3,435 | $3,734-8.0% | $5,047-31.9% | $3,741-8.2% |
| Admin fee / account holder | $4,266 | $6,321-32.5% | $8,930-52.2% | $5,306-19.6% |