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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 | $119,653 | $81,403+47.0% | $147,027-18.6% | $87,485+36.8% |
| Participation rate | 61.5% | 63.4%-1.9pp | 73.7%-12.2pp | 68.9%-7.4pp |
| Annual return | 5.65% | 16.51%-10.9pp | 20.23%-14.6pp | 26.06%-20.4pp |
| Employer contribution / active EE | $1,822 | $2,205-17.4% | $3,626-49.7% | $2,596-29.8% |
| Participant deferral / active EE | $5,435 | $3,315+63.9% | $4,933+10.2% | $4,274+27.2% |
| Admin fee / account holder | $4,381 | $6,755-35.1% | $12,223-64.2% | $7,775-43.7% |