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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 | $107,298 | $86,949+23.4% | $102,460+4.7% | $80,959+32.5% |
| Participation rate | 65.2% | 72.4%-7.2pp | 76.5%-11.3pp | 67.7%-2.5pp |
| Annual return | 9.83% | 18.89%-9.1pp | 29.47%-19.6pp | 35.67%-25.8pp |
| Employer contribution / active EE | $1,072 | $2,370-54.8% | $3,025-64.6% | $2,757-61.1% |
| Participant deferral / active EE | $3,072 | $4,121-25.4% | $5,056-39.2% | $4,300-28.6% |
| Admin fee / account holder | $57,272 | $8,048+611.7% | $9,460+505.4% | $6,925+727.0% |