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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 | $96,939 | $63,773+52.0% | $81,286+19.3% | $80,925+19.8% |
| Participation rate | 60.3% | 63.9%-3.7pp | 69.5%-9.3pp | 67.7%-7.4pp |
| Annual return | 10.02% | 16.37%-6.3pp | 24.80%-14.8pp | 35.65%-25.6pp |
| Employer contribution / active EE | $2,063 | $1,979+4.2% | $2,463-16.2% | $2,756-25.2% |
| Participant deferral / active EE | $4,186 | $3,093+35.3% | $3,883+7.8% | $4,299-2.6% |
| Admin fee / account holder | $8,761 | $5,682+54.2% | $5,764+52.0% | $6,940+26.2% |