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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 | $105,548 | $81,487+29.5% | $102,412+3.1% | $80,935+30.4% |
| Participation rate | 48.6% | 66.8%-18.3pp | 74.5%-25.9pp | 67.7%-19.1pp |
| Annual return | 10.39% | 25.60%-15.2pp | 24.94%-14.5pp | 35.66%-25.3pp |
| Employer contribution / active EE | $2,882 | $3,103-7.1% | $3,870-25.5% | $2,757+4.5% |
| Participant deferral / active EE | $4,604 | $3,871+18.9% | $5,060-9.0% | $4,299+7.1% |
| Admin fee / account holder | $8,088 | $6,717+20.4% | $8,388-3.6% | $6,924+16.8% |