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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 | $110,507 | $95,453+15.8% | $112,040-1.4% | $82,448+34.0% |
| Participation rate | 61.5% | 72.8%-11.2pp | 76.5%-15.0pp | 68.1%-6.5pp |
| Annual return | -6.17% | 23.92%-30.1pp | 24.52%-30.7pp | 41.64%-47.8pp |
| Employer contribution / active EE | $2,485 | $2,318+7.2% | $2,954-15.9% | $2,551-2.6% |
| Participant deferral / active EE | $6,897 | $4,224+63.3% | $5,098+35.3% | $4,139+66.6% |
| Admin fee / account holder | $10,169 | $9,013+12.8% | $12,098-15.9% | $7,234+40.6% |