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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 | $84,004 | $55,713+50.8% | $75,901+10.7% | $72,975+15.1% |
| Participation rate | 62.1% | 61.1%+0.9pp | 69.3%-7.2pp | 69.5%-7.4pp |
| Annual return | 15.46% | 27.60%-12.1pp | 30.76%-15.3pp | 81.01%-65.6pp |
| Employer contribution / active EE | $455 | $1,687-73.0% | $2,501-81.8% | $2,440-81.3% |
| Participant deferral / active EE | $3,885 | $2,634+47.5% | $3,603+7.8% | $3,608+7.7% |
| Admin fee / account holder | $5,212 | $3,980+30.9% | $5,420-3.8% | $5,124+1.7% |