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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 | $87,566 | $65,367+34.0% | $92,915-5.8% | $72,976+20.0% |
| Participation rate | 59.5% | 68.3%-8.9pp | 76.0%-16.5pp | 69.5%-10.0pp |
| Annual return | 13.44% | 42.11%-28.7pp | 109.45%-96.0pp | 81.02%-67.6pp |
| Employer contribution / active EE | $1,011 | $2,594-61.0% | $3,653-72.3% | $2,440-58.6% |
| Participant deferral / active EE | $2,118 | $3,128-32.3% | $4,238-50.0% | $3,608-41.3% |
| Admin fee / account holder | $3,745 | $4,251-11.9% | $5,796-35.4% | $5,124-26.9% |