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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 | $108,540 | $76,834+41.3% | $108,359+0.2% | $87,485+24.1% |
| Participation rate | 53.6% | 61.7%-8.2pp | 70.1%-16.6pp | 68.9%-15.4pp |
| Annual return | 10.00% | 19.09%-9.1pp | 36.89%-26.9pp | 26.06%-16.1pp |
| Employer contribution / active EE | $2,225 | $1,556+43.0% | $2,399-7.3% | $2,596-14.3% |
| Participant deferral / active EE | $4,119 | $3,100+32.9% | $4,137-0.4% | $4,274-3.6% |
| Admin fee / account holder | $10,582 | $6,537+61.9% | $9,741+8.6% | $7,775+36.1% |