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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 | $94,436-9.4% | $115,599-26.0% | $82,637+3.6% |
| Participation rate | 67.6% | 70.4%-2.9pp | 74.3%-6.7pp | 68.1%-0.5pp |
| Annual return | 10.96% | 18.37%-7.4pp | 111.10%-100.1pp | 53.51%-42.5pp |
| Employer contribution / active EE | $3,345 | $2,324+44.0% | $2,955+13.2% | $2,552+31.1% |
| Participant deferral / active EE | $5,554 | $3,955+40.4% | $4,889+13.6% | $4,126+34.6% |
| Admin fee / account holder | $13,033 | $10,328+26.2% | $12,841+1.5% | $7,339+77.6% |