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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 | $133,552 | $58,057+130.0% | $97,032+37.6% | $86,983+53.5% |
| Participation rate | 67.7% | 60.4%+7.4pp | 71.6%-3.8pp | 69.5%-1.8pp |
| Annual return | 12.45% | 22.26%-9.8pp | 35.38%-22.9pp | 25.83%-13.4pp |
| Employer contribution / active EE | $1,599 | $1,663-3.9% | $2,629-39.2% | $2,584-38.1% |
| Participant deferral / active EE | $3,712 | $3,244+14.4% | $4,672-20.5% | $4,194-11.5% |
| Admin fee / account holder | $27,636 | $4,839+471.2% | $9,418+193.5% | $7,856+251.8% |