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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 | $107,165 | $81,476+31.5% | $102,383+4.7% | $80,925+32.4% |
| Participation rate | 65.3% | 66.8%-1.5pp | 74.5%-9.2pp | 67.7%-2.3pp |
| Annual return | 8.90% | 25.59%-16.7pp | 24.94%-16.0pp | 35.65%-26.8pp |
| Employer contribution / active EE | $1,802 | $3,105-42.0% | $3,870-53.4% | $2,756-34.6% |
| Participant deferral / active EE | $4,132 | $3,871+6.8% | $5,060-18.3% | $4,299-3.9% |
| Admin fee / account holder | $2,592 | $6,717-61.4% | $8,391-69.1% | $6,940-62.6% |