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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 | $107,402 | $97,648+10.0% | $121,663-11.7% | $87,485+22.8% |
| Participation rate | 69.4% | 70.5%-1.0pp | 74.5%-5.0pp | 68.9%+0.5pp |
| Annual return | 7.98% | 18.03%-10.0pp | 147.54%-139.6pp | 26.06%-18.1pp |
| Employer contribution / active EE | $1,402 | $2,300-39.1% | $3,020-53.6% | $2,596-46.0% |
| Participant deferral / active EE | $1,801 | $3,923-54.1% | $4,887-63.1% | $4,274-57.9% |
| Admin fee / account holder | $5,741 | $11,100-48.3% | $14,289-59.8% | $7,775-26.2% |