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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 | $122,272 | $136,860-10.7% | $120,344+1.6% | $154,746-21.0% |
| Participation rate | 68.8% | 79.9%-11.1pp | 76.7%-8.0pp | 80.7%-12.0pp |
| Annual return | 8.69% | 21.38%-12.7pp | 20.30%-11.6pp | 172.34%-163.6pp |
| Employer contribution / active EE | $2,420 | $3,533-31.5% | $3,020-19.9% | $4,379-44.7% |
| Participant deferral / active EE | $3,579 | $5,793-38.2% | $5,135-30.3% | $6,730-46.8% |
| Admin fee / account holder | $9,953 | $15,393-35.3% | $12,742-21.9% | $14,365-30.7% |