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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 | $78,493 | $71,230+10.2% | $93,727-16.3% | $80,959-3.0% |
| Participation rate | 57.1% | 60.4%-3.3pp | 68.7%-11.6pp | 67.7%-10.5pp |
| Annual return | 9.08% | 11.26%-2.2pp | 133.83%-124.7pp | 35.67%-26.6pp |
| Employer contribution / active EE | $3,159 | $1,565+101.8% | $2,421+30.5% | $2,757+14.6% |
| Participant deferral / active EE | $5,372 | $4,037+33.1% | $4,417+21.6% | $4,300+24.9% |
| Admin fee / account holder | $17,964 | $6,961+158.1% | $8,292+116.7% | $6,925+159.4% |