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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 | $71,197+33.6% | $93,669+1.5% | $80,925+17.5% |
| Participation rate | 65.7% | 60.4%+5.3pp | 68.7%-3.0pp | 67.7%-1.9pp |
| Annual return | 8.55% | 11.27%-2.7pp | 133.59%-125.0pp | 35.65%-27.1pp |
| Employer contribution / active EE | $1,774 | $1,565+13.4% | $2,424-26.8% | $2,756-35.6% |
| Participant deferral / active EE | $4,296 | $4,036+6.5% | $4,416-2.7% | $4,299-0.1% |
| Admin fee / account holder | $12,669 | $6,959+82.1% | $8,291+52.8% | $6,940+82.5% |