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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 | $139,657 | $86,949+60.6% | $102,460+36.3% | $80,959+72.5% |
| Participation rate | 68.8% | 72.4%-3.6pp | 76.5%-7.7pp | 67.7%+1.2pp |
| Annual return | 9.37% | 18.89%-9.5pp | 29.47%-20.1pp | 35.67%-26.3pp |
| Employer contribution / active EE | $1,703 | $2,370-28.1% | $3,025-43.7% | $2,757-38.2% |
| Participant deferral / active EE | $4,764 | $4,121+15.6% | $5,056-5.8% | $4,300+10.8% |
| Admin fee / account holder | $11,256 | $8,048+39.9% | $9,460+19.0% | $6,925+62.5% |