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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 | $94,670 | $65,367+44.8% | $92,915+1.9% | $72,976+29.7% |
| Participation rate | 64.4% | 68.3%-3.9pp | 76.0%-11.6pp | 69.5%-5.1pp |
| Annual return | 9.40% | 42.11%-32.7pp | 109.45%-100.0pp | 81.02%-71.6pp |
| Employer contribution / active EE | $2,638 | $2,594+1.7% | $3,653-27.8% | $2,440+8.1% |
| Participant deferral / active EE | $5,567 | $3,128+78.0% | $4,238+31.4% | $3,608+54.3% |
| Admin fee / account holder | $5,755 | $4,251+35.4% | $5,796-0.7% | $5,124+12.3% |