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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 | $126,852 | $136,860-7.3% | $120,344+5.4% | $154,746-18.0% |
| Participation rate | 66.7% | 79.9%-13.2pp | 76.7%-10.0pp | 80.7%-14.0pp |
| Annual return | 5.35% | 21.38%-16.0pp | 20.30%-15.0pp | 172.34%-167.0pp |
| Employer contribution / active EE | $2,911 | $3,533-17.6% | $3,020-3.6% | $4,379-33.5% |
| Participant deferral / active EE | $11,307 | $5,793+95.2% | $5,135+120.2% | $6,730+68.0% |
| Admin fee / account holder | $12,373 | $15,393-19.6% | $12,742-2.9% | $14,365-13.9% |