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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 | $89,429 | $76,834+16.4% | $108,359-17.5% | $87,485+2.2% |
| Participation rate | 41.4% | 61.7%-20.3pp | 70.1%-28.7pp | 68.9%-27.6pp |
| Annual return | 10.79% | 19.09%-8.3pp | 36.89%-26.1pp | 26.06%-15.3pp |
| Employer contribution / active EE | $2,005 | $1,556+28.9% | $2,399-16.4% | $2,596-22.8% |
| Participant deferral / active EE | $4,249 | $3,100+37.0% | $4,137+2.7% | $4,274-0.6% |
| Admin fee / account holder | $51,358 | $6,537+685.6% | $9,741+427.2% | $7,775+560.6% |