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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 | $87,132+27.8% | $105,624+5.5% | $80,959+37.6% |
| Participation rate | 59.6% | 70.4%-10.9pp | 75.3%-15.7pp | 67.7%-8.1pp |
| Annual return | 9.52% | 17.03%-7.5pp | 116.20%-106.7pp | 35.67%-26.2pp |
| Employer contribution / active EE | $1,920 | $2,397-19.9% | $3,168-39.4% | $2,757-30.3% |
| Participant deferral / active EE | $4,185 | $3,985+5.0% | $5,013-16.5% | $4,300-2.7% |
| Admin fee / account holder | $2,127 | $8,449-74.8% | $10,961-80.6% | $6,925-69.3% |