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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 | $107,345 | $93,617+14.7% | $135,982-21.1% | $75,177+42.8% |
| Participation rate | 69.4% | 75.2%-5.8pp | 81.9%-12.5pp | 67.2%+2.2pp |
| Annual return | 11.46% | 30.89%-19.4pp | 68.32%-56.9pp | 160.75%-149.3pp |
| Employer contribution / active EE | $2,069 | $3,538-41.5% | $4,859-57.4% | $2,671-22.6% |
| Participant deferral / active EE | $5,412 | $6,406-15.5% | $7,760-30.3% | $4,126+31.2% |
| Admin fee / account holder | $7,528 | $6,980+7.9% | $10,767-30.1% | $5,651+33.2% |