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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 | $56,063+63.1% | $76,051+20.3% | $80,911+13.0% |
| Participation rate | 57.6% | 62.0%-4.5pp | 69.1%-11.5pp | 67.6%-10.1pp |
| Annual return | 9.74% | 20.54%-10.8pp | 360.42%-350.7pp | 35.63%-25.9pp |
| Employer contribution / active EE | $1,811 | $1,874-3.4% | $2,690-32.7% | $2,756-34.3% |
| Participant deferral / active EE | $3,220 | $3,052+5.5% | $4,257-24.4% | $4,297-25.1% |
| Admin fee / account holder | $3,671 | $5,240-29.9% | $6,416-42.8% | $6,935-47.1% |