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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 | $110,400 | $95,453+15.7% | $112,040-1.5% | $82,448+33.9% |
| Participation rate | 64.3% | 72.8%-8.5pp | 76.5%-12.2pp | 68.1%-3.8pp |
| Annual return | 9.35% | 23.92%-14.6pp | 24.52%-15.2pp | 41.64%-32.3pp |
| Employer contribution / active EE | $2,709 | $2,318+16.9% | $2,954-8.3% | $2,551+6.2% |
| Participant deferral / active EE | $3,197 | $4,224-24.3% | $5,098-37.3% | $4,139-22.8% |
| Admin fee / account holder | $12,453 | $9,013+38.2% | $12,098+2.9% | $7,234+72.1% |