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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 | $86,938+17.2% | $102,423-0.5% | $80,925+25.9% |
| Participation rate | 67.8% | 72.4%-4.6pp | 76.5%-8.7pp | 67.7%+0.2pp |
| Annual return | 7.13% | 18.89%-11.8pp | 29.42%-22.3pp | 35.65%-28.5pp |
| Employer contribution / active EE | $1,835 | $2,369-22.6% | $3,023-39.3% | $2,756-33.4% |
| Participant deferral / active EE | $3,606 | $4,120-12.5% | $5,054-28.7% | $4,299-16.1% |
| Admin fee / account holder | $11,759 | $8,053+46.0% | $9,455+24.4% | $6,940+69.4% |