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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 | $118,905 | $112,729+5.5% | $98,716+20.5% | $137,256-13.4% |
| Participation rate | 27.8% | 74.2%-46.4pp | 69.3%-41.5pp | 80.0%-52.2pp |
| Annual return | 8.96% | 38.48%-29.5pp | 31.81%-22.8pp | 220.34%-211.4pp |
| Employer contribution / active EE | $867 | $2,725-68.2% | $2,279-62.0% | $4,156-79.1% |
| Participant deferral / active EE | $1,330 | $4,640-71.3% | $4,048-67.1% | $6,407-79.2% |
| Admin fee / account holder | $316 | $10,129-96.9% | $8,703-96.4% | $12,270-97.4% |