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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 | $106,742 | $112,729-5.3% | $98,716+8.1% | $137,256-22.2% |
| Participation rate | 56.5% | 74.2%-17.7pp | 69.3%-12.8pp | 80.0%-23.4pp |
| Annual return | 9.95% | 38.48%-28.5pp | 31.81%-21.9pp | 220.34%-210.4pp |
| Employer contribution / active EE | $1,516 | $2,725-44.4% | $2,279-33.5% | $4,156-63.5% |
| Participant deferral / active EE | $2,730 | $4,640-41.2% | $4,048-32.5% | $6,407-57.4% |
| Admin fee / account holder | $1,707 | $10,129-83.2% | $8,703-80.4% | $12,270-86.1% |