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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 | $76,834+46.3% | $108,359+3.7% | $87,485+28.5% |
| Participation rate | 68.0% | 61.7%+6.3pp | 70.1%-2.1pp | 68.9%-0.9pp |
| Annual return | 7.99% | 19.09%-11.1pp | 36.89%-28.9pp | 26.06%-18.1pp |
| Employer contribution / active EE | $905 | $1,556-41.8% | $2,399-62.3% | $2,596-65.1% |
| Participant deferral / active EE | $5,656 | $3,100+82.4% | $4,137+36.7% | $4,274+32.3% |
| Admin fee / account holder | $30,727 | $6,537+370.0% | $9,741+215.4% | $7,775+295.2% |