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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 | $114,924 | $49,249+133.4% | $70,476+63.1% | $79,852+43.9% |
| Participation rate | 65.9% | 69.2%-3.2pp | 75.1%-9.1pp | 69.6%-3.7pp |
| Annual return | 3.80% | 30.09%-26.3pp | 109.12%-105.3pp | 31.72%-27.9pp |
| Employer contribution / active EE | $773 | $2,100-63.2% | $2,738-71.8% | $2,471-68.7% |
| Participant deferral / active EE | $2,826 | $2,769+2.1% | $3,710-23.8% | $3,740-24.4% |
| Admin fee / account holder | $5,917 | $2,878+105.6% | $3,847+53.8% | $5,306+11.5% |