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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 | $102,543 | $73,787+39.0% | $98,716+3.9% | $82,448+24.4% |
| Participation rate | 55.4% | 61.4%-6.0pp | 69.3%-13.9pp | 68.1%-12.7pp |
| Annual return | 10.82% | 18.57%-7.7pp | 31.81%-21.0pp | 41.64%-30.8pp |
| Employer contribution / active EE | $1,794 | $1,511+18.7% | $2,279-21.3% | $2,551-29.7% |
| Participant deferral / active EE | $2,659 | $3,081-13.7% | $4,048-34.3% | $4,139-35.8% |
| Admin fee / account holder | $42,253 | $6,500+550.0% | $8,703+385.5% | $7,234+484.1% |