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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 | $81,504+26.8% | $102,437+0.9% | $80,959+27.6% |
| Participation rate | 69.0% | 66.9%+2.1pp | 74.5%-5.5pp | 67.7%+1.3pp |
| Annual return | 10.31% | 25.60%-15.3pp | 24.95%-14.6pp | 35.67%-25.4pp |
| Employer contribution / active EE | $2,201 | $3,104-29.1% | $3,871-43.1% | $2,757-20.2% |
| Participant deferral / active EE | $3,765 | $3,871-2.7% | $5,060-25.6% | $4,300-12.4% |
| Admin fee / account holder | $8,515 | $6,719+26.7% | $8,388+1.5% | $6,925+23.0% |