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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 | $104,019 | $95,453+9.0% | $112,040-7.2% | $82,448+26.2% |
| Participation rate | 69.1% | 72.8%-3.7pp | 76.5%-7.4pp | 68.1%+1.0pp |
| Annual return | 11.32% | 23.92%-12.6pp | 24.52%-13.2pp | 41.64%-30.3pp |
| Employer contribution / active EE | $1,732 | $2,318-25.3% | $2,954-41.4% | $2,551-32.1% |
| Participant deferral / active EE | $4,449 | $4,224+5.3% | $5,098-12.7% | $4,139+7.5% |
| Admin fee / account holder | $4,972 | $9,013-44.8% | $12,098-58.9% | $7,234-31.3% |