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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 | $90,864 | $107,666-15.6% | $102,184-11.1% | $154,746-41.3% |
| Participation rate | 28.6% | 83.7%-55.1pp | 82.6%-54.0pp | 80.7%-52.1pp |
| Annual return | 8.82% | 29.33%-20.5pp | 31.58%-22.8pp | 172.34%-163.5pp |
| Employer contribution / active EE | $4,660 | $3,846+21.1% | $3,594+29.7% | $4,379+6.4% |
| Participant deferral / active EE | $10,493 | $8,719+20.3% | $8,309+26.3% | $6,730+55.9% |
| Admin fee / account holder | $2,613 | $12,943-79.8% | $11,609-77.5% | $14,365-81.8% |