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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 | $89,952 | $81,504+10.4% | $102,437-12.2% | $80,959+11.1% |
| Participation rate | 63.2% | 66.9%-3.6pp | 74.5%-11.3pp | 67.7%-4.4pp |
| Annual return | 10.24% | 25.60%-15.4pp | 24.95%-14.7pp | 35.67%-25.4pp |
| Employer contribution / active EE | $1,828 | $3,104-41.1% | $3,871-52.8% | $2,757-33.7% |
| Participant deferral / active EE | $3,435 | $3,871-11.3% | $5,060-32.1% | $4,300-20.1% |
| Admin fee / account holder | $9,297 | $6,719+38.4% | $8,388+10.8% | $6,925+34.2% |