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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 | $98,416 | $94,436+4.2% | $115,599-14.9% | $82,637+19.1% |
| Participation rate | 60.7% | 70.4%-9.7pp | 74.3%-13.6pp | 68.1%-7.3pp |
| Annual return | 11.08% | 18.37%-7.3pp | 111.10%-100.0pp | 53.51%-42.4pp |
| Employer contribution / active EE | $978 | $2,324-57.9% | $2,955-66.9% | $2,552-61.7% |
| Participant deferral / active EE | $3,153 | $3,955-20.3% | $4,889-35.5% | $4,126-23.6% |
| Admin fee / account holder | $13,068 | $10,328+26.5% | $12,841+1.8% | $7,339+78.1% |