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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 | $105,182 | $100,004+5.2% | $81,438+29.2% | $145,959-27.9% |
| Participation rate | 40.9% | 74.2%-33.3pp | 69.5%-28.6pp | 80.3%-39.4pp |
| Annual return | 5.31% | 34.34%-29.0pp | 24.74%-19.4pp | 561.95%-556.6pp |
| Employer contribution / active EE | $1,598 | $2,970-46.2% | $2,460-35.0% | $4,661-65.7% |
| Participant deferral / active EE | $4,038 | $4,603-12.3% | $3,883+4.0% | $6,689-39.6% |
| Admin fee / account holder | $1,428 | $8,202-82.6% | $5,764-75.2% | $13,398-89.3% |