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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 | $95,387 | $79,961+19.3% | $98,462-3.1% | $75,177+26.9% |
| Participation rate | 60.9% | 70.4%-9.5pp | 75.2%-14.3pp | 67.2%-6.3pp |
| Annual return | 12.54% | 19.75%-7.2pp | 21.17%-8.6pp | 160.75%-148.2pp |
| Employer contribution / active EE | $1,999 | $2,264-11.7% | $3,049-34.4% | $2,671-25.2% |
| Participant deferral / active EE | $4,354 | $3,753+16.0% | $4,738-8.1% | $4,126+5.5% |
| Admin fee / account holder | $1,571 | $6,842-77.0% | $8,875-82.3% | $5,651-72.2% |