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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 | $97,117 | $74,535+30.3% | $100,712-3.6% | $82,637+17.5% |
| Participation rate | 63.2% | 61.2%+2.0pp | 69.3%-6.1pp | 68.1%-4.9pp |
| Annual return | 10.05% | 18.92%-8.9pp | 33.27%-23.2pp | 53.51%-43.5pp |
| Employer contribution / active EE | $1,323 | $1,503-12.0% | $2,313-42.8% | $2,552-48.2% |
| Participant deferral / active EE | $4,208 | $3,074+36.9% | $4,085+3.0% | $4,126+2.0% |
| Admin fee / account holder | $12,201 | $6,576+85.5% | $9,256+31.8% | $7,339+66.2% |