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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 | $106,299 | $95,453+11.4% | $112,040-5.1% | $82,448+28.9% |
| Participation rate | 64.0% | 72.8%-8.8pp | 76.5%-12.5pp | 68.1%-4.1pp |
| Annual return | 11.90% | 23.92%-12.0pp | 24.52%-12.6pp | 41.64%-29.7pp |
| Employer contribution / active EE | $1,577 | $2,318-32.0% | $2,954-46.6% | $2,551-38.2% |
| Participant deferral / active EE | $5,075 | $4,224+20.2% | $5,098-0.4% | $4,139+22.6% |
| Admin fee / account holder | $2,685 | $9,013-70.2% | $12,098-77.8% | $7,234-62.9% |