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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 | $119,527 | $64,920+84.1% | $103,693+15.3% | $86,983+37.4% |
| Participation rate | 61.3% | 63.6%-2.3pp | 72.6%-11.4pp | 69.5%-8.3pp |
| Annual return | 9.93% | 30.29%-20.4pp | 47.61%-37.7pp | 25.83%-15.9pp |
| Employer contribution / active EE | $1,727 | $2,141-19.3% | $2,920-40.9% | $2,584-33.2% |
| Participant deferral / active EE | $4,053 | $3,241+25.1% | $4,579-11.5% | $4,194-3.4% |
| Admin fee / account holder | $37,570 | $6,191+506.8% | $7,858+378.1% | $7,856+378.2% |