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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 | $103,340 | $81,476+26.8% | $102,383+0.9% | $80,925+27.7% |
| Participation rate | 69.0% | 66.8%+2.1pp | 74.5%-5.5pp | 67.7%+1.3pp |
| Annual return | 10.31% | 25.59%-15.3pp | 24.94%-14.6pp | 35.65%-25.3pp |
| Employer contribution / active EE | $2,201 | $3,105-29.1% | $3,870-43.1% | $2,756-20.1% |
| Participant deferral / active EE | $3,765 | $3,871-2.7% | $5,060-25.6% | $4,299-12.4% |
| Admin fee / account holder | $8,515 | $6,717+26.8% | $8,391+1.5% | $6,940+22.7% |