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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 | $112,404 | $83,898+34.0% | $133,346-15.7% | $94,015+19.6% |
| Participation rate | 68.0% | 63.4%+4.6pp | 72.8%-4.8pp | 70.8%-2.8pp |
| Annual return | 7.99% | 16.00%-8.0pp | 36.85%-28.9pp | 17.84%-9.9pp |
| Employer contribution / active EE | $905 | $1,821-50.3% | $2,853-68.3% | $2,790-67.6% |
| Participant deferral / active EE | $5,656 | $3,245+74.3% | $4,332+30.6% | $4,249+33.1% |
| Admin fee / account holder | $30,727 | $7,809+293.5% | $14,264+115.4% | $8,951+243.3% |