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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 | $114,538 | $95,453+20.0% | $112,040+2.2% | $82,448+38.9% |
| Participation rate | 63.4% | 72.8%-9.3pp | 76.5%-13.1pp | 68.1%-4.7pp |
| Annual return | 9.34% | 23.92%-14.6pp | 24.52%-15.2pp | 41.64%-32.3pp |
| Employer contribution / active EE | $2,364 | $2,318+2.0% | $2,954-20.0% | $2,551-7.3% |
| Participant deferral / active EE | $6,483 | $4,224+53.5% | $5,098+27.2% | $4,139+56.6% |
| Admin fee / account holder | $1,685 | $9,013-81.3% | $12,098-86.1% | $7,234-76.7% |