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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 | $83,507 | $46,877+78.1% | $122,354-31.7% | $70,126+19.1% |
| Participation rate | 63.6% | 58.2%+5.4pp | 71.6%-8.0pp | 69.5%-5.9pp |
| Annual return | 12.73% | 24.22%-11.5pp | 30.28%-17.5pp | 73.15%-60.4pp |
| Employer contribution / active EE | $1,785 | $1,288+38.5% | $4,051-55.9% | $2,343-23.8% |
| Participant deferral / active EE | $3,538 | $2,167+63.2% | $3,287+7.6% | $3,332+6.2% |
| Admin fee / account holder | $5,162 | $3,324+55.3% | $5,479-5.8% | $4,645+11.1% |