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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 | $71,197+10.2% | $93,669-16.2% | $80,925-3.0% |
| Participation rate | 57.1% | 60.4%-3.3pp | 68.7%-11.6pp | 67.7%-10.5pp |
| Annual return | 9.08% | 11.27%-2.2pp | 133.59%-124.5pp | 35.65%-26.6pp |
| Employer contribution / active EE | $3,159 | $1,565+101.9% | $2,424+30.4% | $2,756+14.6% |
| Participant deferral / active EE | $5,372 | $4,036+33.1% | $4,416+21.7% | $4,299+25.0% |
| Admin fee / account holder | $17,964 | $6,959+158.2% | $8,291+116.7% | $6,940+158.9% |