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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 | $105,160 | $88,672+18.6% | $105,223-0.1% | $82,448+27.5% |
| Participation rate | 69.1% | 67.9%+1.2pp | 75.0%-5.9pp | 68.1%+1.1pp |
| Annual return | 12.77% | 30.86%-18.1pp | 180.65%-167.9pp | 41.64%-28.9pp |
| Employer contribution / active EE | $1,406 | $3,048-53.9% | $3,689-61.9% | $2,551-44.9% |
| Participant deferral / active EE | $5,284 | $4,036+30.9% | $5,072+4.2% | $4,139+27.6% |
| Admin fee / account holder | $11,511 | $7,146+61.1% | $8,859+29.9% | $7,234+59.1% |