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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 | $84,093 | $88,996-5.5% | $78,004+7.8% | $138,895-39.5% |
| Participation rate | 57.9% | 74.4%-16.5pp | 69.4%-11.6pp | 79.9%-22.0pp |
| Annual return | 10.08% | 28.03%-18.0pp | 31.07%-21.0pp | 145.39%-135.3pp |
| Employer contribution / active EE | $2,428 | $2,917-16.8% | $2,469-1.6% | $4,194-42.1% |
| Participant deferral / active EE | $3,514 | $4,724-25.6% | $4,092-14.1% | $6,396-45.1% |
| Admin fee / account holder | $9,129 | $8,807+3.7% | $7,578+20.5% | $12,562-27.3% |