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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 | $111,728 | $115,225-3.0% | $100,712+10.9% | $138,895-19.6% |
| Participation rate | 64.7% | 74.3%-9.6pp | 69.3%-4.6pp | 79.9%-15.2pp |
| Annual return | 9.59% | 40.35%-30.8pp | 33.27%-23.7pp | 145.39%-135.8pp |
| Employer contribution / active EE | $1,823 | $2,771-34.2% | $2,313-21.2% | $4,194-56.5% |
| Participant deferral / active EE | $2,413 | $4,699-48.6% | $4,085-40.9% | $6,396-62.3% |
| Admin fee / account holder | $3,210 | $10,844-70.4% | $9,256-65.3% | $12,562-74.4% |