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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 | $63,809+51.9% | $81,353+19.2% | $80,935+19.8% |
| Participation rate | 60.3% | 63.9%-3.6pp | 69.5%-9.3pp | 67.7%-7.4pp |
| Annual return | 10.02% | 16.37%-6.3pp | 24.82%-14.8pp | 35.66%-25.6pp |
| Employer contribution / active EE | $2,063 | $1,981+4.1% | $2,464-16.3% | $2,757-25.2% |
| Participant deferral / active EE | $4,186 | $3,093+35.3% | $3,885+7.8% | $4,299-2.6% |
| Admin fee / account holder | $8,761 | $5,686+54.1% | $5,766+51.9% | $6,924+26.5% |