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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 | $108,653 | $92,811+17.1% | $238,191-54.4% | $86,983+24.9% |
| Participation rate | 68.8% | 69.3%-0.6pp | 77.1%-8.3pp | 69.5%-0.8pp |
| Annual return | 11.09% | 16.16%-5.1pp | 13.02%-1.9pp | 25.83%-14.7pp |
| Employer contribution / active EE | $3,187 | $2,728+16.8% | $5,082-37.3% | $2,584+23.3% |
| Participant deferral / active EE | $5,310 | $4,479+18.6% | $6,726-21.0% | $4,194+26.6% |
| Admin fee / account holder | $11,326 | $9,177+23.4% | $34,582-67.2% | $7,856+44.2% |