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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 | $101,663 | $81,446+24.8% | $103,374-1.7% | $80,874+25.7% |
| Participation rate | 66.7% | 66.9%-0.2pp | 74.5%-7.8pp | 67.6%-1.0pp |
| Annual return | 9.81% | 25.57%-15.8pp | 24.89%-15.1pp | 35.62%-25.8pp |
| Employer contribution / active EE | $2,792 | $3,107-10.1% | $3,869-27.8% | $2,756+1.3% |
| Participant deferral / active EE | $4,887 | $3,870+26.3% | $5,058-3.4% | $4,297+13.7% |
| Admin fee / account holder | $20,765 | $6,715+209.2% | $8,394+147.4% | $6,935+199.4% |