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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 | $107,376 | $86,949+23.5% | $102,460+4.8% | $80,959+32.6% |
| Participation rate | 60.6% | 72.4%-11.8pp | 76.5%-15.9pp | 67.7%-7.1pp |
| Annual return | 9.73% | 18.89%-9.2pp | 29.47%-19.7pp | 35.67%-25.9pp |
| Employer contribution / active EE | $1,893 | $2,370-20.1% | $3,025-37.4% | $2,757-31.4% |
| Participant deferral / active EE | $4,801 | $4,121+16.5% | $5,056-5.1% | $4,300+11.6% |
| Admin fee / account holder | $44,755 | $8,048+456.1% | $9,460+373.1% | $6,925+546.2% |