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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 | $105,376 | $101,798+3.5% | $165,071-36.2% | $80,935+30.2% |
| Participation rate | 64.0% | 71.8%-7.8pp | 78.6%-14.6pp | 67.7%-3.7pp |
| Annual return | 9.50% | 16.73%-7.2pp | 70.17%-60.7pp | 35.66%-26.2pp |
| Employer contribution / active EE | $867 | $2,954-70.7% | $4,347-80.1% | $2,757-68.6% |
| Participant deferral / active EE | $3,900 | $4,476-12.9% | $6,035-35.4% | $4,299-9.3% |
| Admin fee / account holder | $11,803 | $8,221+43.6% | $12,695-7.0% | $6,924+70.5% |