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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 | $115,484 | $106,749+8.2% | $145,433-20.6% | $82,448+40.1% |
| Participation rate | 68.4% | 75.6%-7.2pp | 82.1%-13.7pp | 68.1%+0.4pp |
| Annual return | 13.66% | 27.59%-13.9pp | 66.58%-52.9pp | 41.64%-28.0pp |
| Employer contribution / active EE | $2,922 | $3,444-15.2% | $4,554-35.9% | $2,551+14.5% |
| Participant deferral / active EE | $6,312 | $6,519-3.2% | $7,897-20.1% | $4,139+52.5% |
| Admin fee / account holder | $10,246 | $8,390+22.1% | $13,129-22.0% | $7,234+41.6% |