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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 | $107,454 | $80,992+32.7% | $96,534+11.3% | $75,173+42.9% |
| Participation rate | 62.5% | 71.8%-9.3pp | 76.0%-13.5pp | 67.2%-4.7pp |
| Annual return | 11.92% | 27.05%-15.1pp | 25.88%-14.0pp | 160.72%-148.8pp |
| Employer contribution / active EE | $2,683 | $2,283+17.5% | $2,965-9.5% | $2,671+0.4% |
| Participant deferral / active EE | $6,907 | $3,929+75.8% | $4,851+42.4% | $4,126+67.4% |
| Admin fee / account holder | $50,472 | $6,717+651.4% | $8,253+511.5% | $5,651+793.2% |