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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 | $77,574+39.9% | $108,753-0.2% | $86,983+24.8% |
| Participation rate | 53.6% | 62.3%-8.7pp | 71.1%-17.5pp | 69.5%-16.0pp |
| Annual return | 10.00% | 18.42%-8.4pp | 37.47%-27.5pp | 25.83%-15.8pp |
| Employer contribution / active EE | $2,225 | $1,611+38.2% | $2,427-8.3% | $2,584-13.9% |
| Participant deferral / active EE | $4,119 | $3,128+31.7% | $4,115+0.1% | $4,194-1.8% |
| Admin fee / account holder | $10,582 | $6,529+62.1% | $10,320+2.5% | $7,856+34.7% |