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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 | $114,127 | $83,898+36.0% | $133,346-14.4% | $94,015+21.4% |
| Participation rate | 69.0% | 63.4%+5.6pp | 72.8%-3.9pp | 70.8%-1.9pp |
| Annual return | 10.00% | 16.00%-6.0pp | 36.85%-26.9pp | 17.84%-7.8pp |
| Employer contribution / active EE | $2,319 | $1,821+27.4% | $2,853-18.7% | $2,790-16.9% |
| Participant deferral / active EE | $5,826 | $3,245+79.6% | $4,332+34.5% | $4,249+37.1% |
| Admin fee / account holder | $24,610 | $7,809+215.2% | $14,264+72.5% | $8,951+174.9% |