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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 | $108,512 | $91,760+18.3% | $156,181-30.5% | $67,986+59.6% |
| Participation rate | 67.5% | 65.0%+2.5pp | 78.8%-11.3pp | 57.2%+10.3pp |
| Annual return | 11.74% | 18.14%-6.4pp | 64.87%-53.1pp | 31.67%-19.9pp |
| Employer contribution / active EE | $1,878 | $2,419-22.4% | $4,294-56.3% | $2,019-7.0% |
| Participant deferral / active EE | $3,802 | $3,960-4.0% | $6,132-38.0% | $3,358+13.2% |
| Admin fee / account holder | $9,760 | $3,949+147.2% | $14,586-33.1% | $3,203+204.7% |