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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 | $97,550+13.3% | $120,344-8.2% | $87,485+26.3% |
| Participation rate | 61.5% | 72.8%-11.3pp | 76.7%-15.2pp | 68.9%-7.4pp |
| Annual return | -6.17% | 18.41%-24.6pp | 20.30%-26.5pp | 26.06%-32.2pp |
| Employer contribution / active EE | $2,485 | $2,291+8.5% | $3,020-17.7% | $2,596-4.3% |
| Participant deferral / active EE | $6,897 | $4,230+63.1% | $5,135+34.3% | $4,274+61.4% |
| Admin fee / account holder | $10,169 | $9,543+6.6% | $12,742-20.2% | $7,775+30.8% |