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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 | $132,509 | $100,901+31.3% | $75,501+75.5% | $147,585-10.2% |
| Participation rate | 68.8% | 77.1%-8.4pp | 72.4%-3.6pp | 82.8%-14.1pp |
| Annual return | 6.60% | 35.78%-29.2pp | 27.35%-20.8pp | 578.58%-572.0pp |
| Employer contribution / active EE | $2,250 | $3,253-30.8% | $2,352-4.3% | $4,876-53.9% |
| Participant deferral / active EE | $11,148 | $4,027+176.8% | $3,142+254.8% | $5,439+105.0% |
| Admin fee / account holder | $335 | $11,285-97.0% | $5,801-94.2% | $10,886-96.9% |