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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 | $85,587 | $79,557+7.6% | $118,746-27.9% | $70,126+22.0% |
| Participation rate | 69.1% | 71.4%-2.3pp | 78.3%-9.2pp | 69.5%-0.4pp |
| Annual return | 11.03% | 25.64%-14.6pp | 24.54%-13.5pp | 73.15%-62.1pp |
| Employer contribution / active EE | $3,019 | $2,861+5.5% | $4,193-28.0% | $2,343+28.9% |
| Participant deferral / active EE | $4,054 | $4,089-0.9% | $5,332-24.0% | $3,332+21.7% |
| Admin fee / account holder | $3,852 | $5,374-28.3% | $10,720-64.1% | $4,645-17.1% |