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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 | $111,386 | $87,037+28.0% | $106,201+4.9% | $80,874+37.7% |
| Participation rate | 59.6% | 70.4%-10.9pp | 75.3%-15.7pp | 67.6%-8.1pp |
| Annual return | 9.52% | 17.05%-7.5pp | 116.26%-106.7pp | 35.62%-26.1pp |
| Employer contribution / active EE | $1,920 | $2,396-19.9% | $3,170-39.4% | $2,756-30.3% |
| Participant deferral / active EE | $4,185 | $3,986+5.0% | $5,012-16.5% | $4,297-2.6% |
| Admin fee / account holder | $2,127 | $8,434-74.8% | $11,039-80.7% | $6,935-69.3% |