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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 | $108,002 | $94,031+14.9% | $115,768-6.7% | $82,448+31.0% |
| Participation rate | 55.3% | 70.4%-15.2pp | 74.4%-19.1pp | 68.1%-12.8pp |
| Annual return | 9.45% | 20.61%-11.2pp | 100.46%-91.0pp | 41.64%-32.2pp |
| Employer contribution / active EE | $2,772 | $2,323+19.3% | $2,940-5.7% | $2,551+8.6% |
| Participant deferral / active EE | $2,725 | $3,972-31.4% | $4,917-44.6% | $4,139-34.2% |
| Admin fee / account holder | $5,299 | $10,249-48.3% | $12,439-57.4% | $7,234-26.8% |