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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 | $100,276 | $85,515+17.3% | $112,040-10.5% | $67,986+47.5% |
| Participation rate | 64.4% | 68.2%-3.9pp | 76.5%-12.1pp | 57.2%+7.1pp |
| Annual return | 11.97% | 29.68%-17.7pp | 24.52%-12.5pp | 31.67%-19.7pp |
| Employer contribution / active EE | $1,609 | $2,191-26.6% | $2,954-45.5% | $2,019-20.3% |
| Participant deferral / active EE | $5,071 | $4,014+26.3% | $5,098-0.5% | $3,358+51.0% |
| Admin fee / account holder | $6,562 | $3,774+73.9% | $12,098-45.8% | $3,203+104.9% |