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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 | $97,550+20.5% | $120,344-2.3% | $87,485+34.4% |
| Participation rate | 68.6% | 72.8%-4.2pp | 76.7%-8.1pp | 68.9%-0.3pp |
| Annual return | 11.12% | 18.41%-7.3pp | 20.30%-9.2pp | 26.06%-14.9pp |
| Employer contribution / active EE | $3,270 | $2,291+42.7% | $3,020+8.3% | $2,596+25.9% |
| Participant deferral / active EE | $7,560 | $4,230+78.7% | $5,135+47.2% | $4,274+76.9% |
| Admin fee / account holder | $8,812 | $9,543-7.7% | $12,742-30.8% | $7,775+13.3% |