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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 | $107,511 | $95,453+12.6% | $112,040-4.0% | $82,448+30.4% |
| Participation rate | 58.4% | 72.8%-14.3pp | 76.5%-18.1pp | 68.1%-9.6pp |
| Annual return | 11.11% | 23.92%-12.8pp | 24.52%-13.4pp | 41.64%-30.5pp |
| Employer contribution / active EE | $2,453 | $2,318+5.8% | $2,954-17.0% | $2,551-3.8% |
| Participant deferral / active EE | $4,041 | $4,224-4.3% | $5,098-20.7% | $4,139-2.4% |
| Admin fee / account holder | $15,004 | $9,013+66.5% | $12,098+24.0% | $7,234+107.4% |