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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 | $91,486 | $80,674+13.4% | $119,126-23.2% | $64,340+42.2% |
| Participation rate | 66.0% | 55.2%+10.8pp | 75.8%-9.8pp | 55.2%+10.8pp |
| Annual return | 9.89% | 26.86%-17.0pp | 282.11%-272.2pp | 24.14%-14.3pp |
| Employer contribution / active EE | $3,038 | $2,564+18.5% | $4,034-24.7% | $1,862+63.2% |
| Participant deferral / active EE | $6,164 | $3,053+101.9% | $5,318+15.9% | $2,980+106.8% |
| Admin fee / account holder | $9,416 | $4,559+106.5% | $10,693-11.9% | $3,703+154.3% |