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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 | $85,581 | $94,031-9.0% | $115,768-26.1% | $82,448+3.8% |
| Participation rate | 67.6% | 70.4%-2.9pp | 74.4%-6.8pp | 68.1%-0.5pp |
| Annual return | 10.96% | 20.61%-9.6pp | 100.46%-89.5pp | 41.64%-30.7pp |
| Employer contribution / active EE | $3,345 | $2,323+44.0% | $2,940+13.8% | $2,551+31.1% |
| Participant deferral / active EE | $5,554 | $3,972+39.8% | $4,917+13.0% | $4,139+34.2% |
| Admin fee / account holder | $13,033 | $10,249+27.2% | $12,439+4.8% | $7,234+80.1% |