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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 | $108,653 | $96,289+12.8% | $213,469-49.1% | $87,485+24.2% |
| Participation rate | 68.8% | 69.6%-0.8pp | 77.1%-8.4pp | 68.9%-0.2pp |
| Annual return | 11.09% | 17.78%-6.7pp | 20.58%-9.5pp | 26.06%-15.0pp |
| Employer contribution / active EE | $3,187 | $3,035+5.0% | $4,994-36.2% | $2,596+22.8% |
| Participant deferral / active EE | $5,310 | $4,750+11.8% | $6,841-22.4% | $4,274+24.3% |
| Admin fee / account holder | $11,326 | $9,670+17.1% | $27,141-58.3% | $7,775+45.7% |