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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 | $129,250 | $72,273+78.8% | $101,275+27.6% | $79,856+61.9% |
| Participation rate | 69.4% | 68.5%+0.9pp | 75.8%-6.5pp | 69.6%-0.3pp |
| Annual return | 9.89% | 22.30%-12.4pp | 46.48%-36.6pp | 31.71%-21.8pp |
| Employer contribution / active EE | $865 | $2,691-67.9% | $3,660-76.4% | $2,471-65.0% |
| Participant deferral / active EE | $3,987 | $3,282+21.5% | $4,371-8.8% | $3,741+6.6% |
| Admin fee / account holder | $15,266 | $4,401+246.8% | $5,948+156.7% | $5,306+187.7% |