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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 | $117,517 | $95,453+23.1% | $112,040+4.9% | $82,448+42.5% |
| Participation rate | 60.0% | 72.8%-12.8pp | 76.5%-16.5pp | 68.1%-8.1pp |
| Annual return | 11.59% | 23.92%-12.3pp | 24.52%-12.9pp | 41.64%-30.0pp |
| Employer contribution / active EE | $1,977 | $2,318-14.7% | $2,954-33.1% | $2,551-22.5% |
| Participant deferral / active EE | $4,501 | $4,224+6.6% | $5,098-11.7% | $4,139+8.7% |
| Admin fee / account holder | $32,186 | $9,013+257.1% | $12,098+166.0% | $7,234+344.9% |