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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 | $99,367 | $81,487+21.9% | $102,412-3.0% | $80,935+22.8% |
| Participation rate | 60.9% | 66.8%-6.0pp | 74.5%-13.6pp | 67.7%-6.8pp |
| Annual return | 9.03% | 25.60%-16.6pp | 24.94%-15.9pp | 35.66%-26.6pp |
| Employer contribution / active EE | $1,838 | $3,103-40.8% | $3,870-52.5% | $2,757-33.3% |
| Participant deferral / active EE | $4,332 | $3,871+11.9% | $5,060-14.4% | $4,299+0.7% |
| Admin fee / account holder | $14,118 | $6,717+110.2% | $8,388+68.3% | $6,924+103.9% |