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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 | $97,478 | $95,453+2.1% | $112,040-13.0% | $82,448+18.2% |
| Participation rate | 57.7% | 72.8%-15.1pp | 76.5%-18.8pp | 68.1%-10.4pp |
| Annual return | 9.94% | 23.92%-14.0pp | 24.52%-14.6pp | 41.64%-31.7pp |
| Employer contribution / active EE | $1,785 | $2,318-23.0% | $2,954-39.6% | $2,551-30.0% |
| Participant deferral / active EE | $4,419 | $4,224+4.6% | $5,098-13.3% | $4,139+6.8% |
| Admin fee / account holder | $11,605 | $9,013+28.8% | $12,098-4.1% | $7,234+60.4% |