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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 | $117,537 | $86,938+35.2% | $102,423+14.8% | $80,925+45.2% |
| Participation rate | 63.0% | 72.4%-9.4pp | 76.5%-13.5pp | 67.7%-4.7pp |
| Annual return | 9.66% | 18.89%-9.2pp | 29.42%-19.8pp | 35.65%-26.0pp |
| Employer contribution / active EE | $1,248 | $2,369-47.3% | $3,023-58.7% | $2,756-54.7% |
| Participant deferral / active EE | $3,105 | $4,120-24.6% | $5,054-38.6% | $4,299-27.8% |
| Admin fee / account holder | $8,632 | $8,053+7.2% | $9,455-8.7% | $6,940+24.4% |