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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 | $97,082 | $86,940+11.7% | $102,434-5.2% | $80,935+19.9% |
| Participation rate | 64.1% | 72.4%-8.3pp | 76.5%-12.4pp | 67.7%-3.5pp |
| Annual return | 7.48% | 18.89%-11.4pp | 29.46%-22.0pp | 35.66%-28.2pp |
| Employer contribution / active EE | $1,144 | $2,370-51.7% | $3,023-62.1% | $2,757-58.5% |
| Participant deferral / active EE | $5,816 | $4,121+41.1% | $5,055+15.0% | $4,299+35.3% |
| Admin fee / account holder | $11,490 | $8,047+42.8% | $9,462+21.4% | $6,924+65.9% |