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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 | $100,194-2.7% | $122,979-20.7% | $86,983+12.1% |
| Participation rate | 57.7% | 73.0%-15.3pp | 77.2%-19.5pp | 69.5%-11.8pp |
| Annual return | 9.94% | 16.47%-6.5pp | 20.12%-10.2pp | 25.83%-15.9pp |
| Employer contribution / active EE | $1,785 | $2,326-23.2% | $3,062-41.7% | $2,584-30.9% |
| Participant deferral / active EE | $4,419 | $4,133+6.9% | $5,003-11.7% | $4,194+5.4% |
| Admin fee / account holder | $11,605 | $10,148+14.4% | $12,864-9.8% | $7,856+47.7% |