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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 | $86,938+23.4% | $102,423+4.8% | $80,925+32.6% |
| Participation rate | 65.2% | 72.4%-7.2pp | 76.5%-11.3pp | 67.7%-2.4pp |
| Annual return | 9.83% | 18.89%-9.1pp | 29.42%-19.6pp | 35.65%-25.8pp |
| Employer contribution / active EE | $1,072 | $2,369-54.8% | $3,023-64.5% | $2,756-61.1% |
| Participant deferral / active EE | $3,072 | $4,120-25.4% | $5,054-39.2% | $4,299-28.5% |
| Admin fee / account holder | $57,272 | $8,053+611.2% | $9,455+505.8% | $6,940+725.2% |