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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 | $85,169 | $69,590+22.4% | $136,867-37.8% | $94,015-9.4% |
| Participation rate | 68.8% | 66.3%+2.4pp | 74.5%-5.8pp | 70.8%-2.1pp |
| Annual return | 9.18% | 19.62%-10.4pp | 42.97%-33.8pp | 17.84%-8.7pp |
| Employer contribution / active EE | $2,218 | $2,396-7.4% | $3,547-37.5% | $2,790-20.5% |
| Participant deferral / active EE | $3,451 | $3,437+0.4% | $4,924-29.9% | $4,249-18.8% |
| Admin fee / account holder | $30,801 | $8,912+245.6% | $10,340+197.9% | $8,951+244.1% |