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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 | $108,193 | $81,487+32.8% | $102,412+5.6% | $80,935+33.7% |
| Participation rate | 68.9% | 66.8%+2.0pp | 74.5%-5.6pp | 67.7%+1.2pp |
| Annual return | 9.57% | 25.60%-16.0pp | 24.94%-15.4pp | 35.66%-26.1pp |
| Employer contribution / active EE | $2,421 | $3,103-22.0% | $3,870-37.4% | $2,757-12.2% |
| Participant deferral / active EE | $4,791 | $3,871+23.8% | $5,060-5.3% | $4,299+11.4% |
| Admin fee / account holder | $7,248 | $6,717+7.9% | $8,388-13.6% | $6,924+4.7% |