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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 | $105,965 | $95,404+11.1% | $113,397-6.6% | $82,637+28.2% |
| Participation rate | 61.3% | 72.8%-11.6pp | 76.5%-15.2pp | 68.1%-6.8pp |
| Annual return | 4.85% | 19.08%-14.2pp | 23.20%-18.4pp | 53.51%-48.7pp |
| Employer contribution / active EE | $1,685 | $2,307-26.9% | $2,977-43.4% | $2,552-34.0% |
| Participant deferral / active EE | $3,218 | $4,220-23.7% | $5,076-36.6% | $4,126-22.0% |
| Admin fee / account holder | $3,677 | $9,168-59.9% | $11,957-69.3% | $7,339-49.9% |