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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 | $101,866 | $86,949+17.2% | $102,460-0.6% | $80,959+25.8% |
| Participation rate | 67.8% | 72.4%-4.6pp | 76.5%-8.7pp | 67.7%+0.1pp |
| Annual return | 7.13% | 18.89%-11.8pp | 29.47%-22.3pp | 35.67%-28.5pp |
| Employer contribution / active EE | $1,835 | $2,370-22.6% | $3,025-39.4% | $2,757-33.5% |
| Participant deferral / active EE | $3,606 | $4,121-12.5% | $5,056-28.7% | $4,300-16.2% |
| Admin fee / account holder | $11,759 | $8,048+46.1% | $9,460+24.3% | $6,925+69.8% |