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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 | $84,198 | $108,825-22.6% | $156,181-46.1% | $82,448+2.1% |
| Participation rate | 57.9% | 72.4%-14.5pp | 78.8%-20.9pp | 68.1%-10.2pp |
| Annual return | 9.16% | 20.59%-11.4pp | 64.87%-55.7pp | 41.64%-32.5pp |
| Employer contribution / active EE | $1,718 | $2,870-40.1% | $4,294-60.0% | $2,551-32.7% |
| Participant deferral / active EE | $5,070 | $4,577+10.8% | $6,132-17.3% | $4,139+22.5% |
| Admin fee / account holder | $2,772 | $9,341-70.3% | $14,586-81.0% | $7,234-61.7% |