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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 | $86,919+17.2% | $102,457-0.6% | $80,911+25.9% |
| Participation rate | 67.8% | 72.4%-4.6pp | 76.5%-8.7pp | 67.6%+0.2pp |
| Annual return | 7.13% | 18.90%-11.8pp | 29.41%-22.3pp | 35.63%-28.5pp |
| Employer contribution / active EE | $1,835 | $2,368-22.5% | $3,022-39.3% | $2,756-33.4% |
| Participant deferral / active EE | $3,606 | $4,119-12.5% | $5,054-28.7% | $4,297-16.1% |
| Admin fee / account holder | $11,759 | $8,049+46.1% | $9,451+24.4% | $6,935+69.6% |