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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 | $117,585 | $100,194+17.4% | $122,979-4.4% | $86,983+35.2% |
| Participation rate | 68.6% | 73.0%-4.4pp | 77.2%-8.6pp | 69.5%-0.9pp |
| Annual return | 11.12% | 16.47%-5.4pp | 20.12%-9.0pp | 25.83%-14.7pp |
| Employer contribution / active EE | $3,270 | $2,326+40.6% | $3,062+6.8% | $2,584+26.5% |
| Participant deferral / active EE | $7,560 | $4,133+82.9% | $5,003+51.1% | $4,194+80.3% |
| Admin fee / account holder | $8,812 | $10,148-13.2% | $12,864-31.5% | $7,856+12.2% |