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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 | $117,159 | $100,194+16.9% | $122,979-4.7% | $86,983+34.7% |
| Participation rate | 65.4% | 73.0%-7.6pp | 77.2%-11.8pp | 69.5%-4.2pp |
| Annual return | 10.56% | 16.47%-5.9pp | 20.12%-9.6pp | 25.83%-15.3pp |
| Employer contribution / active EE | $1,067 | $2,326-54.1% | $3,062-65.1% | $2,584-58.7% |
| Participant deferral / active EE | $2,311 | $4,133-44.1% | $5,003-53.8% | $4,194-44.9% |
| Admin fee / account holder | $4,628 | $10,148-54.4% | $12,864-64.0% | $7,856-41.1% |