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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 | $89,268 | $69,273+28.9% | $90,796-1.7% | $82,637+8.0% |
| Participation rate | 59.2% | 64.0%-4.9pp | 69.5%-10.3pp | 68.1%-8.9pp |
| Annual return | 12.59% | 18.37%-5.8pp | 19.29%-6.7pp | 53.51%-40.9pp |
| Employer contribution / active EE | $2,071 | $1,865+11.0% | $2,294-9.7% | $2,552-18.9% |
| Participant deferral / active EE | $4,013 | $3,047+31.7% | $3,822+5.0% | $4,126-2.7% |
| Admin fee / account holder | $6,323 | $5,511+14.7% | $7,024-10.0% | $7,339-13.8% |