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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 | $103,744 | $81,487+27.3% | $102,412+1.3% | $80,935+28.2% |
| Participation rate | 64.9% | 66.8%-1.9pp | 74.5%-9.6pp | 67.7%-2.7pp |
| Annual return | 8.24% | 25.60%-17.4pp | 24.94%-16.7pp | 35.66%-27.4pp |
| Employer contribution / active EE | $2,362 | $3,103-23.9% | $3,870-39.0% | $2,757-14.3% |
| Participant deferral / active EE | $5,182 | $3,871+33.9% | $5,060+2.4% | $4,299+20.5% |
| Admin fee / account holder | $2,639 | $6,717-60.7% | $8,388-68.5% | $6,924-61.9% |