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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 | $126,859 | $115,931+9.4% | $185,441-31.6% | $86,983+45.8% |
| Participation rate | 61.4% | 73.6%-12.2pp | 80.3%-18.8pp | 69.5%-8.1pp |
| Annual return | 4.29% | 21.47%-17.2pp | 20.16%-15.9pp | 25.83%-21.5pp |
| Employer contribution / active EE | $2,220 | $2,937-24.4% | $4,672-52.5% | $2,584-14.1% |
| Participant deferral / active EE | $3,925 | $4,551-13.8% | $6,152-36.2% | $4,194-6.4% |
| Admin fee / account holder | $14,221 | $10,687+33.1% | $17,890-20.5% | $7,856+81.0% |