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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 | $99,815 | $95,959+4.0% | $97,411+2.5% | $138,895-28.1% |
| Participation rate | 66.7% | 81.8%-15.2pp | 80.4%-13.7pp | 79.9%-13.3pp |
| Annual return | 9.07% | 29.30%-20.2pp | 34.72%-25.6pp | 145.39%-136.3pp |
| Employer contribution / active EE | $4,742 | $4,278+10.8% | $4,210+12.6% | $4,194+13.0% |
| Participant deferral / active EE | $9,530 | $5,876+62.2% | $5,886+61.9% | $6,396+49.0% |
| Admin fee / account holder | $2,021 | $7,555-73.2% | $7,145-71.7% | $12,562-83.9% |