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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 | $117,772 | $78,423+50.2% | $95,964+22.7% | $79,856+47.5% |
| Participation rate | 68.6% | 73.5%-4.9pp | 77.1%-8.5pp | 69.6%-1.1pp |
| Annual return | 7.76% | 19.37%-11.6pp | 91.64%-83.9pp | 31.71%-24.0pp |
| Employer contribution / active EE | $1,338 | $1,945-31.2% | $2,541-47.3% | $2,471-45.8% |
| Participant deferral / active EE | $3,841 | $3,440+11.7% | $4,167-7.8% | $3,741+2.7% |
| Admin fee / account holder | $2,306 | $5,622-59.0% | $6,797-66.1% | $5,306-56.5% |