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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 | $108,002 | $97,648+10.6% | $121,663-11.2% | $87,485+23.5% |
| Participation rate | 55.3% | 70.5%-15.2pp | 74.5%-19.2pp | 68.9%-13.7pp |
| Annual return | 9.45% | 18.03%-8.6pp | 147.54%-138.1pp | 26.06%-16.6pp |
| Employer contribution / active EE | $2,772 | $2,300+20.5% | $3,020-8.2% | $2,596+6.8% |
| Participant deferral / active EE | $2,725 | $3,923-30.5% | $4,887-44.2% | $4,274-36.2% |
| Admin fee / account holder | $5,299 | $11,100-52.3% | $14,289-62.9% | $7,775-31.8% |