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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 | $95,404+15.7% | $113,397-2.6% | $82,637+33.6% |
| Participation rate | 64.3% | 72.8%-8.5pp | 76.5%-12.2pp | 68.1%-3.8pp |
| Annual return | 9.35% | 19.08%-9.7pp | 23.20%-13.8pp | 53.51%-44.2pp |
| Employer contribution / active EE | $2,709 | $2,307+17.4% | $2,977-9.0% | $2,552+6.1% |
| Participant deferral / active EE | $3,197 | $4,220-24.2% | $5,076-37.0% | $4,126-22.5% |
| Admin fee / account holder | $12,453 | $9,168+35.8% | $11,957+4.1% | $7,339+69.7% |