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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 | $83,344 | $80,983+2.9% | $96,544-13.7% | $75,177+10.9% |
| Participation rate | 66.7% | 71.8%-5.1pp | 76.0%-9.3pp | 67.2%-0.5pp |
| Annual return | 9.84% | 27.05%-17.2pp | 25.88%-16.0pp | 160.75%-150.9pp |
| Employer contribution / active EE | $1,801 | $2,282-21.1% | $2,966-39.3% | $2,671-32.6% |
| Participant deferral / active EE | $2,461 | $3,929-37.4% | $4,851-49.3% | $4,126-40.4% |
| Admin fee / account holder | $52,624 | $6,717+683.5% | $8,254+537.5% | $5,651+831.2% |