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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 | $93,110 | $80,705+15.4% | $115,768-19.6% | $67,986+37.0% |
| Participation rate | 63.5% | 63.0%+0.5pp | 74.4%-10.9pp | 57.2%+6.3pp |
| Annual return | 12.72% | 18.49%-5.8pp | 100.46%-87.7pp | 31.67%-18.9pp |
| Employer contribution / active EE | $1,453 | $2,046-29.0% | $2,940-50.6% | $2,019-28.0% |
| Participant deferral / active EE | $4,154 | $3,559+16.7% | $4,917-15.5% | $3,358+23.7% |
| Admin fee / account holder | $18,093 | $4,135+337.5% | $12,439+45.5% | $3,203+464.9% |