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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 | $73,787+52.3% | $98,716+13.9% | $82,448+36.3% |
| Participation rate | 68.0% | 61.4%+6.6pp | 69.3%-1.3pp | 68.1%-0.1pp |
| Annual return | 7.99% | 18.57%-10.6pp | 31.81%-23.8pp | 41.64%-33.6pp |
| Employer contribution / active EE | $905 | $1,511-40.1% | $2,279-60.3% | $2,551-64.5% |
| Participant deferral / active EE | $5,656 | $3,081+83.5% | $4,048+39.7% | $4,139+36.6% |
| Admin fee / account holder | $30,727 | $6,500+372.7% | $8,703+253.1% | $7,234+324.7% |