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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 | $127,436 | $117,904+8.1% | $102,457+24.4% | $145,978-12.7% |
| Participation rate | 64.3% | 78.6%-14.3pp | 76.5%-12.2pp | 80.3%-16.0pp |
| Annual return | 8.02% | 31.80%-23.8pp | 29.41%-21.4pp | 550.52%-542.5pp |
| Employer contribution / active EE | $1,955 | $3,613-45.9% | $3,022-35.3% | $4,662-58.1% |
| Participant deferral / active EE | $5,403 | $5,733-5.8% | $5,054+6.9% | $6,690-19.2% |
| Admin fee / account holder | $3,787 | $13,329-71.6% | $9,451-59.9% | $13,400-71.7% |