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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 | $131,397 | $81,487+61.2% | $102,412+28.3% | $80,935+62.3% |
| Participation rate | 66.7% | 66.8%-0.2pp | 74.5%-7.8pp | 67.7%-1.0pp |
| Annual return | 9.03% | 25.60%-16.6pp | 24.94%-15.9pp | 35.66%-26.6pp |
| Employer contribution / active EE | $1,487 | $3,103-52.1% | $3,870-61.6% | $2,757-46.1% |
| Participant deferral / active EE | $3,885 | $3,871+0.4% | $5,060-23.2% | $4,299-9.7% |
| Admin fee / account holder | $1,396 | $6,717-79.2% | $8,388-83.4% | $6,924-79.8% |