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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 | $111,094 | $106,864+4.0% | $147,318-24.6% | $82,637+34.4% |
| Participation rate | 65.4% | 75.5%-10.1pp | 82.1%-16.7pp | 68.1%-2.7pp |
| Annual return | 10.30% | 27.49%-17.2pp | 70.43%-60.1pp | 53.51%-43.2pp |
| Employer contribution / active EE | $2,028 | $3,417-40.6% | $4,593-55.8% | $2,552-20.5% |
| Participant deferral / active EE | $2,961 | $6,496-54.4% | $7,906-62.6% | $4,126-28.2% |
| Admin fee / account holder | $7,570 | $8,415-10.0% | $13,708-44.8% | $7,339+3.2% |