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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 | $106,180 | $81,504+30.3% | $102,437+3.7% | $80,959+31.2% |
| Participation rate | 65.7% | 66.9%-1.1pp | 74.5%-8.8pp | 67.7%-2.0pp |
| Annual return | 6.51% | 25.60%-19.1pp | 24.95%-18.4pp | 35.67%-29.2pp |
| Employer contribution / active EE | $2,881 | $3,104-7.2% | $3,871-25.6% | $2,757+4.5% |
| Participant deferral / active EE | $6,010 | $3,871+55.3% | $5,060+18.8% | $4,300+39.8% |
| Admin fee / account holder | $12,785 | $6,719+90.3% | $8,388+52.4% | $6,925+84.6% |