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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 | $87,134 | $108,825-19.9% | $156,181-44.2% | $82,448+5.7% |
| Participation rate | 61.0% | 72.4%-11.4pp | 78.8%-17.9pp | 68.1%-7.1pp |
| Annual return | 10.56% | 20.59%-10.0pp | 64.87%-54.3pp | 41.64%-31.1pp |
| Employer contribution / active EE | $3,647 | $2,870+27.1% | $4,294-15.1% | $2,551+43.0% |
| Participant deferral / active EE | $10,890 | $4,577+137.9% | $6,132+77.6% | $4,139+163.1% |
| Admin fee / account holder | $10,559 | $9,341+13.0% | $14,586-27.6% | $7,234+46.0% |