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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 | $95,883 | $80,332+19.4% | $107,187-10.5% | $64,097+49.6% |
| Participation rate | 54.5% | 54.4%+0.1pp | 75.0%-20.5pp | 55.2%-0.6pp |
| Annual return | 8.59% | 24.26%-15.7pp | 204.55%-196.0pp | 34.64%-26.1pp |
| Employer contribution / active EE | $1,982 | $2,501-20.8% | $3,782-47.6% | $1,891+4.8% |
| Participant deferral / active EE | $4,175 | $3,109+34.3% | $5,096-18.1% | $3,080+35.6% |
| Admin fee / account holder | $9,405 | $4,314+118.0% | $9,162+2.6% | $3,454+172.3% |