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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 | $81,504+11.2% | $102,437-11.5% | $80,959+12.0% |
| Participation rate | 66.1% | 66.9%-0.7pp | 74.5%-8.4pp | 67.7%-1.5pp |
| Annual return | 10.27% | 25.60%-15.3pp | 24.95%-14.7pp | 35.67%-25.4pp |
| Employer contribution / active EE | $3,913 | $3,104+26.1% | $3,871+1.1% | $2,757+41.9% |
| Participant deferral / active EE | $7,934 | $3,871+105.0% | $5,060+56.8% | $4,300+84.5% |
| Admin fee / account holder | $5,983 | $6,719-11.0% | $8,388-28.7% | $6,925-13.6% |