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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 | $88,902 | $71,197+24.9% | $93,669-5.1% | $80,925+9.9% |
| Participation rate | 62.5% | 60.4%+2.1pp | 68.7%-6.2pp | 67.7%-5.2pp |
| Annual return | 8.23% | 11.27%-3.0pp | 133.59%-125.4pp | 35.65%-27.4pp |
| Employer contribution / active EE | $977 | $1,565-37.6% | $2,424-59.7% | $2,756-64.6% |
| Participant deferral / active EE | $3,163 | $4,036-21.6% | $4,416-28.4% | $4,299-26.4% |
| Admin fee / account holder | $3,261 | $6,959-53.1% | $8,291-60.7% | $6,940-53.0% |