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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 | $131,142 | $117,859+11.3% | $102,438+28.0% | $145,959-10.2% |
| Participation rate | 57.9% | 78.6%-20.7pp | 76.5%-18.6pp | 80.3%-22.4pp |
| Annual return | 8.15% | 31.72%-23.6pp | 29.37%-21.2pp | 561.95%-553.8pp |
| Employer contribution / active EE | $2,100 | $3,615-41.9% | $3,024-30.6% | $4,661-54.9% |
| Participant deferral / active EE | $5,578 | $5,732-2.7% | $5,054+10.4% | $6,689-16.6% |
| Admin fee / account holder | $9,330 | $13,318-29.9% | $9,448-1.2% | $13,398-30.4% |