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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 | $91,465 | $55,889+63.7% | $76,119+20.2% | $80,935+13.0% |
| Participation rate | 57.6% | 62.1%-4.5pp | 69.1%-11.5pp | 67.7%-10.1pp |
| Annual return | 9.74% | 20.58%-10.8pp | 361.25%-351.5pp | 35.66%-25.9pp |
| Employer contribution / active EE | $1,811 | $1,866-3.0% | $2,693-32.8% | $2,757-34.3% |
| Participant deferral / active EE | $3,220 | $3,051+5.5% | $4,259-24.4% | $4,299-25.1% |
| Admin fee / account holder | $3,671 | $5,241-30.0% | $6,421-42.8% | $6,924-47.0% |