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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 | $119,642 | $91,086+31.4% | $203,872-41.3% | $86,983+37.5% |
| Participation rate | 67.3% | 65.8%+1.5pp | 77.8%-10.5pp | 69.5%-2.2pp |
| Annual return | 11.75% | 22.30%-10.5pp | 85.11%-73.4pp | 25.83%-14.1pp |
| Employer contribution / active EE | $896 | $2,063-56.6% | $3,757-76.2% | $2,584-65.3% |
| Participant deferral / active EE | $3,671 | $4,019-8.7% | $6,388-42.5% | $4,194-12.5% |
| Admin fee / account holder | $7,393 | $8,987-17.7% | $11,730-37.0% | $7,856-5.9% |