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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 | $124,425-1.7% | $112,040+9.1% | $137,256-10.9% |
| Participation rate | 68.8% | 79.3%-10.6pp | 76.5%-7.7pp | 80.0%-11.2pp |
| Annual return | 8.69% | 24.72%-16.0pp | 24.52%-15.8pp | 220.34%-211.7pp |
| Employer contribution / active EE | $2,420 | $3,411-29.1% | $2,954-18.1% | $4,156-41.8% |
| Participant deferral / active EE | $3,579 | $5,718-37.4% | $5,098-29.8% | $6,407-44.1% |
| Admin fee / account holder | $9,953 | $15,207-34.5% | $12,098-17.7% | $12,270-18.9% |