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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 | $122,910 | $66,402+85.1% | $109,907+11.8% | $85,847+43.2% |
| Participation rate | 63.0% | 63.9%-0.8pp | 74.2%-11.2pp | 69.3%-6.3pp |
| Annual return | 10.43% | 19.59%-9.2pp | 29.46%-19.0pp | 318.61%-308.2pp |
| Employer contribution / active EE | $657 | $1,687-61.1% | $2,844-76.9% | $2,565-74.4% |
| Participant deferral / active EE | $2,963 | $2,842+4.2% | $4,047-26.8% | $3,952-25.0% |
| Admin fee / account holder | $9,996 | $4,557+119.3% | $6,069+64.7% | $6,261+59.7% |