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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 | $113,113 | $64,920+74.2% | $103,693+9.1% | $86,983+30.0% |
| Participation rate | 67.1% | 63.6%+3.5pp | 72.6%-5.5pp | 69.5%-2.4pp |
| Annual return | 10.18% | 30.29%-20.1pp | 47.61%-37.4pp | 25.83%-15.7pp |
| Employer contribution / active EE | $2,797 | $2,141+30.6% | $2,920-4.2% | $2,584+8.2% |
| Participant deferral / active EE | $3,534 | $3,241+9.1% | $4,579-22.8% | $4,194-15.7% |
| Admin fee / account holder | $2,490 | $6,191-59.8% | $7,858-68.3% | $7,856-68.3% |