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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 | $107,158 | $83,485+28.4% | $125,195-14.4% | $72,976+46.8% |
| Participation rate | 64.7% | 73.3%-8.6pp | 79.8%-15.1pp | 69.5%-4.8pp |
| Annual return | 15.31% | 25.77%-10.5pp | 43.79%-28.5pp | 81.02%-65.7pp |
| Employer contribution / active EE | $2,478 | $2,346+5.7% | $3,866-35.9% | $2,440+1.6% |
| Participant deferral / active EE | $4,411 | $3,586+23.0% | $4,937-10.7% | $3,608+22.3% |
| Admin fee / account holder | $1,891 | $5,518-65.7% | $9,704-80.5% | $5,124-63.1% |