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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 | $102,238 | $91,120+12.2% | $161,149-36.6% | $64,097+59.5% |
| Participation rate | 69.5% | 62.2%+7.3pp | 78.8%-9.3pp | 55.2%+14.3pp |
| Annual return | 10.12% | 17.95%-7.8pp | 21.16%-11.0pp | 34.64%-24.5pp |
| Employer contribution / active EE | $1,143 | $2,284-50.0% | $4,360-73.8% | $1,891-39.6% |
| Participant deferral / active EE | $3,698 | $3,708-0.3% | $6,153-39.9% | $3,080+20.1% |
| Admin fee / account holder | $3,225 | $4,535-28.9% | $15,194-78.8% | $3,454-6.7% |