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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 | $111,768 | $86,940+28.6% | $102,434+9.1% | $80,935+38.1% |
| Participation rate | 67.3% | 72.4%-5.1pp | 76.5%-9.2pp | 67.7%-0.4pp |
| Annual return | 9.63% | 18.89%-9.3pp | 29.46%-19.8pp | 35.66%-26.0pp |
| Employer contribution / active EE | $2,658 | $2,370+12.2% | $3,023-12.1% | $2,757-3.6% |
| Participant deferral / active EE | $3,021 | $4,121-26.7% | $5,055-40.2% | $4,299-29.7% |
| Admin fee / account holder | $9,429 | $8,047+17.2% | $9,462-0.3% | $6,924+36.2% |