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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 | $79,401 | $48,313+64.3% | $73,309+8.3% | $52,331+51.7% |
| Participation rate | 69.1% | 68.6%+0.5pp | 74.9%-5.8pp | 68.1%+1.0pp |
| Annual return | -1.50% | 3.85%-5.3pp | 5.67%-7.2pp | 4.54%-6.0pp |
| Employer contribution / active EE | $3,098 | $1,661+86.5% | $3,237-4.3% | $1,882+64.7% |
| Participant deferral / active EE | $7,873 | $4,189+88.0% | $4,991+57.7% | $3,022+160.5% |
| Admin fee / account holder | $2,659 | $404+558.4% | $5,635-52.8% | $592+349.5% |