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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 | $87,134 | $114,712-24.0% | $173,730-49.8% | $87,485-0.4% |
| Participation rate | 61.0% | 73.0%-12.0pp | 79.6%-18.6pp | 68.9%-8.0pp |
| Annual return | 10.56% | 20.18%-9.6pp | 19.96%-9.4pp | 26.06%-15.5pp |
| Employer contribution / active EE | $3,647 | $2,904+25.6% | $4,577-20.3% | $2,596+40.5% |
| Participant deferral / active EE | $10,890 | $4,642+134.6% | $6,326+72.1% | $4,274+154.8% |
| Admin fee / account holder | $10,559 | $10,210+3.4% | $17,523-39.7% | $7,775+35.8% |