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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 | $107,255 | $72,269+48.4% | $101,271+5.9% | $79,852+34.3% |
| Participation rate | 64.9% | 68.5%-3.6pp | 75.8%-10.9pp | 69.6%-4.8pp |
| Annual return | 7.58% | 22.29%-14.7pp | 46.48%-38.9pp | 31.72%-24.1pp |
| Employer contribution / active EE | $3,114 | $2,692+15.7% | $3,660-14.9% | $2,471+26.0% |
| Participant deferral / active EE | $4,831 | $3,282+47.2% | $4,371+10.5% | $3,740+29.1% |
| Admin fee / account holder | $9,448 | $4,401+114.7% | $5,948+58.9% | $5,306+78.1% |