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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 | $92,663 | $86,940+6.6% | $102,434-9.5% | $80,935+14.5% |
| Participation rate | 64.3% | 72.4%-8.1pp | 76.5%-12.2pp | 67.7%-3.4pp |
| Annual return | 6.80% | 18.89%-12.1pp | 29.46%-22.7pp | 35.66%-28.9pp |
| Employer contribution / active EE | $2,174 | $2,370-8.2% | $3,023-28.1% | $2,757-21.1% |
| Participant deferral / active EE | $6,006 | $4,121+45.7% | $5,055+18.8% | $4,299+39.7% |
| Admin fee / account holder | $1,352 | $8,047-83.2% | $9,462-85.7% | $6,924-80.5% |