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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 | $120,247 | $65,034+84.9% | $90,970+32.2% | $79,856+50.6% |
| Participation rate | 60.0% | 61.6%-1.6pp | 69.0%-9.0pp | 69.6%-9.6pp |
| Annual return | 8.16% | 30.45%-22.3pp | 134.60%-126.4pp | 31.71%-23.5pp |
| Employer contribution / active EE | $1,445 | $1,247+15.9% | $2,122-31.9% | $2,471-41.5% |
| Participant deferral / active EE | $3,430 | $2,512+36.5% | $3,373+1.7% | $3,741-8.3% |
| Admin fee / account holder | $1,098 | $4,536-75.8% | $5,961-81.6% | $5,306-79.3% |