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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 | $63,845+51.8% | $81,370+19.1% | $80,959+19.7% |
| Participation rate | 60.3% | 63.9%-3.6pp | 69.5%-9.3pp | 67.7%-7.4pp |
| Annual return | 10.02% | 16.37%-6.3pp | 24.85%-14.8pp | 35.67%-25.6pp |
| Employer contribution / active EE | $2,063 | $1,980+4.2% | $2,464-16.3% | $2,757-25.2% |
| Participant deferral / active EE | $4,186 | $3,093+35.4% | $3,885+7.7% | $4,300-2.7% |
| Admin fee / account holder | $8,761 | $5,688+54.0% | $5,749+52.4% | $6,925+26.5% |