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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 | $95,090 | $71,230+33.5% | $93,727+1.5% | $80,959+17.5% |
| Participation rate | 65.7% | 60.4%+5.3pp | 68.7%-3.0pp | 67.7%-2.0pp |
| Annual return | 8.55% | 11.26%-2.7pp | 133.83%-125.3pp | 35.67%-27.1pp |
| Employer contribution / active EE | $1,774 | $1,565+13.3% | $2,421-26.7% | $2,757-35.7% |
| Participant deferral / active EE | $4,296 | $4,037+6.4% | $4,417-2.7% | $4,300-0.1% |
| Admin fee / account holder | $12,669 | $6,961+82.0% | $8,292+52.8% | $6,925+82.9% |