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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 | $100,318 | $101,795-1.5% | $165,100-39.2% | $80,959+23.9% |
| Participation rate | 67.1% | 71.8%-4.7pp | 78.6%-11.5pp | 67.7%-0.5pp |
| Annual return | 10.23% | 16.73%-6.5pp | 70.21%-60.0pp | 35.67%-25.4pp |
| Employer contribution / active EE | $4,573 | $2,954+54.8% | $4,348+5.2% | $2,757+65.9% |
| Participant deferral / active EE | $7,611 | $4,476+70.1% | $6,035+26.1% | $4,300+77.0% |
| Admin fee / account holder | $25,743 | $8,221+213.1% | $12,696+102.8% | $6,925+271.7% |