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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 | $131,748 | $101,795+29.4% | $165,100-20.2% | $80,959+62.7% |
| Participation rate | 63.8% | 71.8%-8.0pp | 78.6%-14.8pp | 67.7%-3.8pp |
| Annual return | 9.84% | 16.73%-6.9pp | 70.21%-60.4pp | 35.67%-25.8pp |
| Employer contribution / active EE | $1,675 | $2,954-43.3% | $4,348-61.5% | $2,757-39.3% |
| Participant deferral / active EE | $3,963 | $4,476-11.5% | $6,035-34.3% | $4,300-7.9% |
| Admin fee / account holder | $9,847 | $8,221+19.8% | $12,696-22.4% | $6,925+42.2% |