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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 | $99,044 | $91,559+8.2% | $133,971-26.1% | $79,852+24.0% |
| Participation rate | 67.9% | 73.3%-5.5pp | 79.8%-12.0pp | 69.6%-1.8pp |
| Annual return | 9.10% | 61.85%-52.7pp | 45.09%-36.0pp | 31.72%-22.6pp |
| Employer contribution / active EE | $2,391 | $2,384+0.3% | $3,919-39.0% | $2,471-3.2% |
| Participant deferral / active EE | $4,101 | $3,734+9.8% | $5,047-18.7% | $3,740+9.7% |
| Admin fee / account holder | $532 | $6,321-91.6% | $8,929-94.0% | $5,306-90.0% |