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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 | $81,321 | $73,978+9.9% | $96,515-15.7% | $75,173+8.2% |
| Participation rate | 59.1% | 66.4%-7.3pp | 74.3%-15.3pp | 67.2%-8.1pp |
| Annual return | 12.72% | 26.72%-14.0pp | 35.73%-23.0pp | 160.72%-148.0pp |
| Employer contribution / active EE | $2,169 | $2,931-26.0% | $3,740-42.0% | $2,671-18.8% |
| Participant deferral / active EE | $3,034 | $3,660-17.1% | $4,880-37.8% | $4,126-26.5% |
| Admin fee / account holder | $9,772 | $5,219+87.2% | $6,735+45.1% | $5,651+72.9% |