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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 | $97,550+13.2% | $120,344-8.3% | $87,485+26.2% |
| Participation rate | 64.3% | 72.8%-8.5pp | 76.7%-12.4pp | 68.9%-4.6pp |
| Annual return | 9.35% | 18.41%-9.1pp | 20.30%-11.0pp | 26.06%-16.7pp |
| Employer contribution / active EE | $2,709 | $2,291+18.2% | $3,020-10.3% | $2,596+4.3% |
| Participant deferral / active EE | $3,197 | $4,230-24.4% | $5,135-37.7% | $4,274-25.2% |
| Admin fee / account holder | $12,453 | $9,543+30.5% | $12,742-2.3% | $7,775+60.2% |