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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 | $107,422 | $88,672+21.1% | $105,223+2.1% | $82,448+30.3% |
| Participation rate | 69.2% | 67.9%+1.3pp | 75.0%-5.8pp | 68.1%+1.2pp |
| Annual return | 11.83% | 30.86%-19.0pp | 180.65%-168.8pp | 41.64%-29.8pp |
| Employer contribution / active EE | $1,464 | $3,048-52.0% | $3,689-60.3% | $2,551-42.6% |
| Participant deferral / active EE | $3,109 | $4,036-23.0% | $5,072-38.7% | $4,139-24.9% |
| Admin fee / account holder | $2,180 | $7,146-69.5% | $8,859-75.4% | $7,234-69.9% |