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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 | $92,928 | $71,230+30.5% | $93,727-0.9% | $80,959+14.8% |
| Participation rate | 62.5% | 60.4%+2.1pp | 68.7%-6.2pp | 67.7%-5.2pp |
| Annual return | 8.89% | 11.26%-2.4pp | 133.83%-124.9pp | 35.67%-26.8pp |
| Employer contribution / active EE | $1,366 | $1,565-12.7% | $2,421-43.6% | $2,757-50.5% |
| Participant deferral / active EE | $2,807 | $4,037-30.5% | $4,417-36.5% | $4,300-34.7% |
| Admin fee / account holder | $6,221 | $6,961-10.6% | $8,292-25.0% | $6,925-10.2% |