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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 | $101,061 | $81,504+24.0% | $102,437-1.3% | $80,959+24.8% |
| Participation rate | 69.2% | 66.9%+2.4pp | 74.5%-5.3pp | 67.7%+1.6pp |
| Annual return | 9.41% | 25.60%-16.2pp | 24.95%-15.5pp | 35.67%-26.3pp |
| Employer contribution / active EE | $2,373 | $3,104-23.5% | $3,871-38.7% | $2,757-13.9% |
| Participant deferral / active EE | $3,899 | $3,871+0.7% | $5,060-22.9% | $4,300-9.3% |
| Admin fee / account holder | $3,395 | $6,719-49.5% | $8,388-59.5% | $6,925-51.0% |