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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 | $115,209 | $78,705+46.4% | $117,860-2.2% | $70,124+64.3% |
| Participation rate | 62.7% | 73.2%-10.4pp | 79.7%-16.9pp | 69.5%-6.8pp |
| Annual return | 11.48% | 23.30%-11.8pp | 335.10%-323.6pp | 73.14%-61.7pp |
| Employer contribution / active EE | $830 | $2,223-62.7% | $3,786-78.1% | $2,342-64.6% |
| Participant deferral / active EE | $3,265 | $3,297-1.0% | $4,482-27.1% | $3,332-2.0% |
| Admin fee / account holder | $8,320 | $5,065+64.2% | $8,021+3.7% | $4,645+79.1% |