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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 | $117,337 | $86,949+34.9% | $102,460+14.5% | $80,959+44.9% |
| Participation rate | 66.2% | 72.4%-6.2pp | 76.5%-10.3pp | 67.7%-1.5pp |
| Annual return | 9.92% | 18.89%-9.0pp | 29.47%-19.5pp | 35.67%-25.7pp |
| Employer contribution / active EE | $1,986 | $2,370-16.2% | $3,025-34.4% | $2,757-28.0% |
| Participant deferral / active EE | $4,304 | $4,121+4.4% | $5,056-14.9% | $4,300+0.1% |
| Admin fee / account holder | $25,669 | $8,048+219.0% | $9,460+171.3% | $6,925+270.7% |