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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 | $88,315 | $67,606+30.6% | $82,313+7.3% | $70,131+25.9% |
| Participation rate | 65.6% | 72.8%-7.1pp | 76.9%-11.3pp | 69.5%-3.9pp |
| Annual return | 10.75% | 21.57%-10.8pp | 25.88%-15.1pp | 73.14%-62.4pp |
| Employer contribution / active EE | $1,467 | $1,755-16.4% | $2,428-39.6% | $2,342-37.4% |
| Participant deferral / active EE | $3,647 | $2,987+22.1% | $3,706-1.6% | $3,332+9.5% |
| Admin fee / account holder | $3,243 | $4,512-28.1% | $5,608-42.2% | $4,645-30.2% |