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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 | $91,120+19.1% | $161,149-32.7% | $64,097+69.3% |
| Participation rate | 67.5% | 62.2%+5.3pp | 78.8%-11.3pp | 55.2%+12.3pp |
| Annual return | 11.74% | 17.95%-6.2pp | 21.16%-9.4pp | 34.64%-22.9pp |
| Employer contribution / active EE | $1,878 | $2,284-17.8% | $4,360-56.9% | $1,891-0.7% |
| Participant deferral / active EE | $3,802 | $3,708+2.5% | $6,153-38.2% | $3,080+23.4% |
| Admin fee / account holder | $9,760 | $4,535+115.2% | $15,194-35.8% | $3,454+182.5% |