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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 | $124,425+2.0% | $112,040+13.2% | $137,256-7.6% |
| Participation rate | 66.7% | 79.3%-12.6pp | 76.5%-9.8pp | 80.0%-13.3pp |
| Annual return | 5.35% | 24.72%-19.4pp | 24.52%-19.2pp | 220.34%-215.0pp |
| Employer contribution / active EE | $2,911 | $3,411-14.7% | $2,954-1.5% | $4,156-30.0% |
| Participant deferral / active EE | $11,307 | $5,718+97.7% | $5,098+121.8% | $6,407+76.5% |
| Admin fee / account holder | $12,373 | $15,207-18.6% | $12,098+2.3% | $12,270+0.8% |