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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 | $102,019 | $54,757+86.3% | $90,304+13.0% | $72,975+39.8% |
| Participation rate | 65.0% | 65.2%-0.2pp | 73.3%-8.3pp | 69.5%-4.5pp |
| Annual return | 12.97% | 30.63%-17.7pp | 78.13%-65.2pp | 81.01%-68.0pp |
| Employer contribution / active EE | $3,378 | $2,093+61.4% | $2,855+18.3% | $2,440+38.4% |
| Participant deferral / active EE | $3,005 | $2,887+4.1% | $3,885-22.7% | $3,608-16.7% |
| Admin fee / account holder | $4,892 | $3,973+23.1% | $5,354-8.6% | $5,124-4.5% |