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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 | $86,892 | $54,541+59.3% | $78,778+10.3% | $70,126+23.9% |
| Participation rate | 68.6% | 60.8%+7.8pp | 69.2%-0.6pp | 69.5%-1.0pp |
| Annual return | 8.14% | 21.07%-12.9pp | 35.62%-27.5pp | 73.15%-65.0pp |
| Employer contribution / active EE | $1,098 | $1,089+0.8% | $1,986-44.7% | $2,343-53.1% |
| Participant deferral / active EE | $2,688 | $2,210+21.6% | $2,958-9.1% | $3,332-19.3% |
| Admin fee / account holder | $5,587 | $3,709+50.7% | $5,134+8.8% | $4,645+20.3% |