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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 | $97,117 | $73,787+31.6% | $98,716-1.6% | $82,448+17.8% |
| Participation rate | 63.2% | 61.4%+1.7pp | 69.3%-6.1pp | 68.1%-4.9pp |
| Annual return | 10.05% | 18.57%-8.5pp | 31.81%-21.8pp | 41.64%-31.6pp |
| Employer contribution / active EE | $1,323 | $1,511-12.5% | $2,279-41.9% | $2,551-48.1% |
| Participant deferral / active EE | $4,208 | $3,081+36.6% | $4,048+4.0% | $4,139+1.7% |
| Admin fee / account holder | $12,201 | $6,500+87.7% | $8,703+40.2% | $7,234+68.6% |