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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 | $97,648-12.4% | $121,663-29.7% | $87,485-2.2% |
| Participation rate | 67.6% | 70.5%-2.9pp | 74.5%-6.9pp | 68.9%-1.4pp |
| Annual return | 10.96% | 18.03%-7.1pp | 147.54%-136.6pp | 26.06%-15.1pp |
| Employer contribution / active EE | $3,345 | $2,300+45.4% | $3,020+10.8% | $2,596+28.9% |
| Participant deferral / active EE | $5,554 | $3,923+41.6% | $4,887+13.7% | $4,274+30.0% |
| Admin fee / account holder | $13,033 | $11,100+17.4% | $14,289-8.8% | $7,775+67.6% |