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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 | $98,100 | $72,272+35.7% | $101,264-3.1% | $79,858+22.8% |
| Participation rate | 56.9% | 68.5%-11.5pp | 75.8%-18.9pp | 69.6%-12.7pp |
| Annual return | 4.76% | 22.30%-17.5pp | 46.48%-41.7pp | 31.72%-27.0pp |
| Employer contribution / active EE | $1,878 | $2,692-30.2% | $3,660-48.7% | $2,471-24.0% |
| Participant deferral / active EE | $3,431 | $3,282+4.6% | $4,370-21.5% | $3,740-8.3% |
| Admin fee / account holder | $6,337 | $4,401+44.0% | $5,947+6.6% | $5,306+19.4% |