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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 | $90,637 | $81,446+11.3% | $103,374-12.3% | $80,874+12.1% |
| Participation rate | 66.1% | 66.9%-0.7pp | 74.5%-8.4pp | 67.6%-1.5pp |
| Annual return | 10.27% | 25.57%-15.3pp | 24.89%-14.6pp | 35.62%-25.3pp |
| Employer contribution / active EE | $3,913 | $3,107+25.9% | $3,869+1.1% | $2,756+42.0% |
| Participant deferral / active EE | $7,934 | $3,870+105.0% | $5,058+56.9% | $4,297+84.6% |
| Admin fee / account holder | $5,983 | $6,715-10.9% | $8,394-28.7% | $6,935-13.7% |