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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 | $113,590 | $69,590+63.2% | $136,867-17.0% | $94,015+20.8% |
| Participation rate | 64.0% | 66.3%-2.3pp | 74.5%-10.5pp | 70.8%-6.8pp |
| Annual return | 3.15% | 19.62%-16.5pp | 42.97%-39.8pp | 17.84%-14.7pp |
| Employer contribution / active EE | $2,868 | $2,396+19.7% | $3,547-19.1% | $2,790+2.8% |
| Participant deferral / active EE | $4,449 | $3,437+29.5% | $4,924-9.6% | $4,249+4.7% |
| Admin fee / account holder | $11,644 | $8,912+30.7% | $10,340+12.6% | $8,951+30.1% |