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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 | $84,803 | $81,504+4.0% | $102,437-17.2% | $80,959+4.7% |
| Participation rate | 65.5% | 66.9%-1.3pp | 74.5%-9.0pp | 67.7%-2.2pp |
| Annual return | 9.60% | 25.60%-16.0pp | 24.95%-15.4pp | 35.67%-26.1pp |
| Employer contribution / active EE | $3,139 | $3,104+1.1% | $3,871-18.9% | $2,757+13.8% |
| Participant deferral / active EE | $6,710 | $3,871+73.4% | $5,060+32.6% | $4,300+56.0% |
| Admin fee / account holder | $22,695 | $6,719+237.7% | $8,388+170.6% | $6,925+227.7% |