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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 | $97,019 | $86,949+11.6% | $102,460-5.3% | $80,959+19.8% |
| Participation rate | 48.9% | 72.4%-23.4pp | 76.5%-27.6pp | 67.7%-18.7pp |
| Annual return | 9.51% | 18.89%-9.4pp | 29.47%-20.0pp | 35.67%-26.2pp |
| Employer contribution / active EE | $1,720 | $2,370-27.4% | $3,025-43.1% | $2,757-37.6% |
| Participant deferral / active EE | $4,029 | $4,121-2.2% | $5,056-20.3% | $4,300-6.3% |
| Admin fee / account holder | $8,103 | $8,048+0.7% | $9,460-14.3% | $6,925+17.0% |