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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 | $108,206 | $76,407+41.6% | $150,298-28.0% | $82,448+31.2% |
| Participation rate | 69.2% | 66.4%+2.8pp | 77.8%-8.5pp | 68.1%+1.2pp |
| Annual return | 13.10% | 39.99%-26.9pp | 62.79%-49.7pp | 41.64%-28.5pp |
| Employer contribution / active EE | $989 | $2,614-62.2% | $4,154-76.2% | $2,551-61.2% |
| Participant deferral / active EE | $2,983 | $3,214-7.2% | $5,453-45.3% | $4,139-27.9% |
| Admin fee / account holder | $3,200 | $6,352-49.6% | $14,116-77.3% | $7,234-55.8% |