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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 | $90,023 | $80,992+11.2% | $96,534-6.7% | $75,173+19.8% |
| Participation rate | 67.9% | 71.8%-3.9pp | 76.0%-8.1pp | 67.2%+0.7pp |
| Annual return | 9.93% | 27.05%-17.1pp | 25.88%-15.9pp | 160.72%-150.8pp |
| Employer contribution / active EE | $1,656 | $2,283-27.4% | $2,965-44.1% | $2,671-38.0% |
| Participant deferral / active EE | $2,859 | $3,929-27.2% | $4,851-41.1% | $4,126-30.7% |
| Admin fee / account holder | $25,166 | $6,717+274.7% | $8,253+204.9% | $5,651+345.4% |