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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 | $115,474 | $86,940+32.8% | $102,434+12.7% | $80,935+42.7% |
| Participation rate | 68.8% | 72.4%-3.6pp | 76.5%-7.8pp | 67.7%+1.1pp |
| Annual return | 10.13% | 18.89%-8.8pp | 29.46%-19.3pp | 35.66%-25.5pp |
| Employer contribution / active EE | $1,655 | $2,370-30.1% | $3,023-45.2% | $2,757-40.0% |
| Participant deferral / active EE | $5,550 | $4,121+34.7% | $5,055+9.8% | $4,299+29.1% |
| Admin fee / account holder | $9,942 | $8,047+23.6% | $9,462+5.1% | $6,924+43.6% |