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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 | $110,853 | $95,404+16.2% | $113,397-2.2% | $82,637+34.1% |
| Participation rate | 60.0% | 72.8%-12.8pp | 76.5%-16.5pp | 68.1%-8.1pp |
| Annual return | 9.96% | 19.08%-9.1pp | 23.20%-13.2pp | 53.51%-43.5pp |
| Employer contribution / active EE | $4,578 | $2,307+98.5% | $2,977+53.8% | $2,552+79.4% |
| Participant deferral / active EE | $6,422 | $4,220+52.2% | $5,076+26.5% | $4,126+55.6% |
| Admin fee / account holder | $976 | $9,168-89.4% | $11,957-91.8% | $7,339-86.7% |